Texas WM firm adds real-estate consulting services

FWR Staff

19 June 2009

Arey joins virtus as business developer and residential real-estate advisor. Southlake, Texas-based Virtus Wealth Management has put former Re-Max real-estate agent Amy Arey in charge of business development with additional responsibilities as the firm's residential real-estate consultant.

"We are excited to add another service to offer our clients, especially with the background and knowledge personal goals and interests."

Eight-year old Virtus provides advice around taxes, investments, insurance, estate planning, pensions, rollover and retirement planning, capital-needs analysis, business-succession planning, asset management, and general financial advice. The firm manages $28 million on 17 February 2009 for clients in Texas, Colorado, Florida, Alabama, Maryland, and Arizona. -FWR

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