Client Testimonials
Hear from our clients.
We pride ourselves on the deep relationships we foster with our clients. When you partner with us, you are a valued member of our Virtus Wealth Solutions family. Read what our clients are saying about us.
Non-compensated client testimonial. May not be representative of all client experiences. No guarantee of future performance or success. From Dr. Helen M. Hazi
“Rachel Wood is the consummate professional financial advisor. When I met Rachel, I had learned how to research investments and experimented with an investing club briefly, but knew I did not want to take on that task myself. I had already gone through a few advisors (including one who came to be jailed in a correctional facility and another who asked me to leave with no penalties). Even then working out of the trunk of her car, I was impressed with her attention to detail and building relationships. Rachel staffed her early offices with hard working women who shared her many qualities and added customer appreciation events and assurances (especially when markets dipped) as her company grew. She has maintained that high standard. I was so thrilled with her work and advice that I did not hesitate to refer many friends. Looking back on our many years, I am ecstatic with my portfolio, never regretting any decisions and always assured of contact by phone, email, and meetings when needed. You will be fortunate if you become one of her clients. I recommend Rachel Wood without hesitation!”
— Dr. Helen M. Hazi
The statement was provided on August 24, 2024, by Dr. Helen M. Hazi, a Virtus Wealth Solutions client. Non-compensated client testimonial. May not be representative of all client experiences. No guarantee of future performance or success.
In Appreciation
“Invested in client success, VWS exceeds in wise counsel and good old-fashioned friendly service. Driven by integrity, Rachel Wood brings the invaluable assets of knowledge and experience to personalized financial planning. Laudable is the attentive guidance she provided in my transition to retirement.”
-An Appreciative Client
The statement was provided on August 25, 2024, by an Appreciative Client, a Virtus Wealth Solutions client. Non-compensated client testimonial. May not be representative of all client experiences. No guarantee of future performance or success.
From Phil
“I have reached a place in my life where I look around and ask, excluding family, who made the march with me over all these years? Who was so competent and likable that I dared not let them go? It wasn’t my doctor, or a builder, or even a family banker. Turns out there was only one person still by my side, my financial advisor, Rachel Wood. Over the decades, when I was worried, she steadied me. When I was rash, she had another point of view. Rachel Wood and her team have been my constant bastions of common sense and real results for more than thirty years… in a row, y’all. In a world where nothing seems constant, Rachel is vigilant, so I do not have to be.
P.S. When she retires, I better be dead.”
— Phil Hirsh
The statement was provided on August 16, 2024, by Phil Hirsh, a Virtus Wealth Solutions client. Non-compensated client testimonial. May not be representative of all client experiences. No guarantee of future performance or success.
From Nancy and Bill
“We were among the first clients of what is today Virtus Wealth Solutions. Over the years we have transferred all our various accounts to Virtus. We appreciate the personal attention we continue to receive in furthering our financial goals and are enjoying the results of the expert guidance we have received in achieving those goals.”
— Nancy and Bill Wasson
The statement was provided on September 11, 2024, by Nancy and Bill Wasson, Virtus Wealth Solutions clients. Non-compensated client testimonial. May not be representative of all client experiences. No guarantee of future performance or success.