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Accomplished entrepreneurs possess complex, interrelated financial situations complete with illiquid or closely held assets. Virtus Financial Group is a diverse team of experts who provide clarity, direction and opportunities in a variety of customized investment services specifically for successful entrepreneurs.
Virtus Financial Group integrates wealth management, real estate and private equity investing exclusively for America’s most successful entrepreneurs and their families. We also partner with next-generation entrepreneurs to make direct private equity investments in which our clients participate. Whether dealing with a wealth management client or making a strategic private equity investment, Virtus is at the forefront of providing optimal debt and equity solutions to maximize the entire balance sheet.
As a financial partner, Virtus accounts for every element of a client’s financial status by tailoring a suite of solutions through a single unified channel, accessing the resources of many. Only Virtus’ clients can have their wealth managed, optimize all of their holdings, plan for their financial future and partner with a skilled private equity investor—all in one location. Based in Austin, Texas and serving clients in the United States and abroad, Virtus’ independence from particular products or services means that Virtus’ recommendations are based solely on the individual client’s best interest.
“I have worked with the Virtus guys since 2000, and I can honestly say I wouldn’t be where I am today without them. They’re one of the few organizations I’ve come across that truly understand what it is to be an entrepreneur.”
-Edward “Chip” Conk, Founder & CEO of Montecito Medical Investment Company
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