Welcome to Virtus Capital Partners, LLC - where we strive to provide our valued clients with the financial confidence they need to make better financial planning decisions - and along the way, help them strive to avoid making those common mistakes that could jeopardize their stated goals and objectives…
We combine the proactive communication and responsible service of an independent local practice with the acclaimed resources of Raymond James Financial Services to create personalized comprehensive retirement and financial planning solutions for a select group of families, retirees, small business owners, and institutional clients throughout the greater Rock River Valley region.
We believe this strategic alliance allows us to better serve you. With no exclusive affiliations to sway our focus from keeping you and your needs first, we are able to focus our full attention on your stated goals and objectives educate you about those things you should be concerned about, and engage the most suitable wealth management strategies available to execute your personalized financial plan.
If you are having second thoughts about your future, are concerned about the markets, or perhaps have lost confidence in your current advisory relationship, maybe it’s time for a second opinion. Our second opinions never create obligations. But they often do create insights. Contact us today…
We will take the time to understand your needs, goals and attitudes toward investing.
We will work hard to earn your trust and, more important, to keep it.
We will help you make investment decisions that serve the best interests of you and your family.
We have access to the vast resources of Raymond James to help meet your range of financial needs.
We will fully explain each recommendation we make to be certain you understand the reasoning behind it – before we invest.
We will monitor your portfolio regularly and suggest suitable adjustments based on your objectives and the market environment.
We will communicate with you openly and honestly about your financial plan – including disclosing fees.
We will listen to any concerns you may have to ensure your comfort with your portfolio.
We are backed by a firm whose philosophy is to always put the client first.
We are fully committed to your financial future.
Our complimentary consultations never create obligations.
But they often create insights …
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.