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

Wealth Management

Our primary focus is to maximize current wealth while preserving capital. We personalize each client’s wealth management plan using goal-based planning and focusing on risk management. Our goal is to protect retirement savings from common pitfalls including inflation, undue market risk and poor planning.

As a wealth manager, we focus on your total wealth:

  • Strategies to reduce taxes
  • Strategies to reach financial goals
  • Strategies to achieve legacy goals
  • Strategies to preserve wealth
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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
1000 Ballpark Way • Suite 214, Arlington, TX 76011 • (817) 795-1095 • Fax (817) 795-4799 
Securities offered through LPL Financial, Member FINRA/SIPC.
Investment advice offered through Level Four Advisory Services, a registered investment advisor. 
Level Four Advisory Services and V&E 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:
Alabama, Arizona, Arkansas, California, Colorado, Florida, Georgia, Illinois, Iowa, Kansas, Louisiana, Maryland, Michigan, Minnesota, Missouri, New Jersey, North Carolina, Ohio, Oklahoma, Pennsylvania, South Carolina, Texas, Virginia, Washington.
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