Welcome to Virtus Capital Partners, LLC - where we provide clients with the financial confidence they need to make better financial planning decisions - and help them to avoid making common mistakes that could jeopardize their financial future.
And where a distinctively different, high-touch client experience, honest and objective advice, and personalized financial planning solutions are the cornerstones of our practice...
We are able to combine the proactive communication and responsible service of an independent local practice with the acclaimed resources of Raymond James Financial Services to create unique and personalized comprehensive financial planning solutions for a select group of families, retirees, small business owners, and institutional clients throughout the greater Rock River Valley region.
Our independence allows us to provide specific financial planning recommendations without any exclusive affiliations to sway our focus from keeping you and your needs first. Check out the banner links below for more information about our Goal Planning and Monitoring (GPM) process and the incredible resources available to you here to help you strive to accomplish more of those things that are most important to you, your family, and your business...
Your Rights as a Client:
- Courteous service
- A trustworthy and competent financial advisor
- Suitable recommendations
- Timely transactions at the best available prices
- Full disclosure of costs and risks
- Clear communications
- Comprehensive statements and trade confirmations
- Prompt error and complaint resolution
- Strict confidentiality
Click here to read the Raymond James Client Bill of Rights