Services

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 at providing optimal debt and equity solutions to maximize the entire balance sheet.

Our services fall into three distinct but interrelated practices:
  • Wealth Management
  • Real Estate
    • Direct Investments
    • Partnerships with Real Estate Operators or Developers
  • Private Equity
    • Direct Investments
    • Mid-Market Buy-out                                                   
    • Mid-Market Growth Capital

Customer-approach and specialization


This web site is designed to addess each potential partner/relationship category for our respective services. Click below on the description that best fits your current interest.