Our Services

For individuals and families

At Virtus Wealth Solutions, we believe your story, purpose, and dreams deserve thoughtful guidance. We help you build a future that reflects your values, designed to protect loved ones, and provide lasting security. True financial advising means seeing the whole picture, from retirement and tax planning to charitable giving and risk management, with technical know-how and a deep commitment to keeping your goals front and center.

Comprehensive Financial Planning

Retirement Planning

Estate Planning

Wealth Management

Tax Planning

College Planning

Charitable Giving

Risk Management

Virtus Wealth Solutions and Osaic do not provide legal or tax advice. You should consult a legal or tax professional regarding your individual situation.

As a business owner, you bring vision and determination to your work – and your financial journey deserves the same dedication. Virtus Wealth Solutions blends insight and intelligence to craft a plan that aligns with your needs and aspirations. From tax strategies and investment support to succession planning and charitable giving, we’ll help you strengthen your business, support employees, and plan for the future.

For business owners

Investment Support

Succession Planning

Wealth Management

Retirement Plan Consulting

Tax Strategies

Employee Support & Education

Charitable Giving

Risk Management

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“Rachel Wood and her associates at Virtus Wealth Solutions have guided my wife and myself in all aspects of our financial planning for over 25 years. This has included not only investment, college finance, retirement and estate planning and risk management advice, but also guiding us to top notch accounting and legal professional services. They have always taken the time to review and clearly explain our invest portfolio performance, advise us on all options while guiding us on making sound decisions. Over the years we have developed a close professional relationship with Rachel and her associates and feel blessed to have found a firm that we both completely trust and have grown to rely on.”

-Paul and Ruth Siegel

The statement was provided on August 17, 2024, by Paul and Ruth Siegel, Virtus Wealth Solutions clients. Non-compensated client testimonial. This statement may not be representative of the experience of others and is not a guarantee of future performance or success.

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Virtus Wealth Solutions balances IQ and EQ for you.

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