Broker Check
Client Login

Our Story

Guidance with experience and heart.

At Virtus Wealth Solutions, we believe our skill set, resources, and experience are all vitally important strengths, but we believe our clients truly appreciate the strong personal bonds we form with them. It’s one thing to know the balance of your account, but we get to know you much deeper. We understand what motivates you, we have a strong sense of your personal goals, and we know your kids’ names and what you like in your coffee. You are more than a number to us — you’re a member of the family.

Bringing you confidence and clarity.

We are passionate about what we do because we are driven to help bring comfort and financial confidence to our clients. We have deliberately built our team to offer you numerous benefits, including improved decision-making, more effective risk management , and the ability to navigate market volatility with greater confidence.

Here for every meaningful moment.

Here for every meaningful moment.

We aim to remain present and accessible. We believe connection is the center of human experience. Caring relationships inform our deepest understanding of what it means to manage wealth and your entire financial life.

Learn more

“After decades teaching, researching, and making art, we were uncertain how to begin to move ahead as we approached retirement. When we met with Rachel Wood, this uncertainty vanished. Her expertise and management of our funds have been instrumental in enabling our success in retirement. The team she has put together at Vitus Wealth Solutions offers outstanding assistance any time we have questions or need clarifications. We confidently have sent friends and colleagues to consult with her and her team.”

-Jeff Greenham and Janet Snyder 
 
The statement was provided on August 13, 2024, by Jeff Greenham and Janet Snyder, Virtus Wealth Solutions clients. Non-compensated client testimonial. May not be representative of all client experiences. No guarantee of future performance or success.

See All Testimonials

Virtus Wealth Solutions balances IQ and EQ for you.

Contact Us