Call for Complimentary Consultation:
Toll Free (866) 407-4320, (817) 717-3812
Wealth Management with Character,
              Moral Strength and Excellence

Our Services

Today’s economic conditions and uncertain financial markets require the savvy investor to go beyond traditional boundaries. At V&E Wealth Management, we help our clients prepare for a financially-secure future by developing long-term strategies that focus on the “big picture” versus short-term gain, thereby managing risk. As a full-service wealth management firm, we offer clients financial advice, investing strategies, asset management and personalized service. We are well-prepared to help you address life’s most important financial questions:

  • How may I reduce my taxes?
  • How do I save for retirement?
  • How do I begin estate planning?

V&E Wealth Management takes a balanced and diversified approach when customizing investment portfolios. We accomplish this by allocating investment dollars among different classes of securities – this includes stocks and bonds, in addition to alternative investments, depending upon a client’s individual circumstances. We believe it is important not to rely solely on the stock market to help clients work toward their financial goals. 

In addition, V&E Wealth Management is an independent firm and as such, has no proprietary investments. This means that we are able to work for you without pressure to use investments that benefit a firm rather than our valued clients.

Start planning your financial future today. Learn more. Live better.

Diversification does not eliminate the risk of market loss. Investing involves risks, including loss of principal and fluctuating value.

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The Virtus View is a weekly to bi-weekly e-mail publication that Brian authors in order to keep you updated on the current market situation.
CONTACT US: 2435 E. Southlake Blvd • Suite 120, Southlake, TX 76092 • (817) 717-3812
Toll Free (866) 407-4320 • Fax (817) 416-6585 •
Securities offered through LPL Financial, Member FINRA/SIPC.
Investment advice offered through Level Four Advisory Serivces, a registered investment advisor.
Level Four Advisory Services and Virtus Wealth Management are separate entities from LPL Financial.
LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states:
Arizona, Arkansas, California, Florida, Georgia, Maryland, Michigan, Minnesota, Missouri, Mississippi, South Carolina, Texas, Washington, The Virgin Islands.