06/17/2026
Celebrating 3 Years of Virtus Private Wealth!
Over the past two weeks, our teams in both offices took time to come together and celebrate Virtus Private Wealth. We're proud of everything our wealth management team has accomplished since launching and the impact they've made for our clients.
In 2023, we took a chance and with one brave CFP (Holly) we launched Virtus Private Wealth - fast forward three years we now have a team of three dedicated staff on our VPW team and they don't look like they are slowing down their growth anytime soon. The VPW team works closely with our accountants and business advisors to ensure our clients secure the future they want - for their business and themselves.
Here's to three years of meaningful relationships, thoughtful planning, and helping our clients achieve what matters most.