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

Rate Your Portfolio

Have you been managing your own portfolio and curious to see how you fair in meeting your financial goals?

You may ask yourself the following questions: 

1)  How much risk is "too much"?

2)  How "much" return do you need to meet your goals?

     A)  6%    B) 8%    C) 10%    D) 12% 

If you are not certain what you need to meet those goals, how can you plan your road-map in obtaining them? V&E Wealth Management has a defined process to measure and obtain your financial goals.

Online "Rate Your Portfolio" Coming Soon!

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.