Virtus Financial Group

Complexity Simplified, Possibilities Realized


The Courage To Live Your Life

Discover Your Biggest

Retirement Mistake

Take this Complimentary QUIZ to identify which of the five (5) areas of retirement is potentially your biggest “Retirement Gap” right now – and get a no-cost, customized report with your results and suggested next steps.

We are known for bringing our clients to the realization that they and their families will be okay no matter what.

Our vision begins with belief. We believe you deserve more – More from the financial services industry, more from your advisor, and more from your plan. You deserve better. You deserve the courage to live your ideal life. We invite you to join us in a relationship that can change your life. You don’t come here to simply become a client… you come here for the leadership, experience, and belief that leads to the freedom to enjoy the life you sacrificed for. For something you can’t get anywhere else; The Virtus Effect.
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The Virtus Effect

Our Process:

Step 1: Income Planning

On your personalized Virtus Effect, we’ll evaluate your current income situation and we’ll help to ensure your expenses can be paid month to month with reliability and predictability. Next, we’ll help ensure that we’ve maximized your social security, look into your pension options and decisions, plan for a premature death of a spouse, inflation, and other considerations critical for your income plan.

Step 2: Investment Planning

Depending on your risk tolerance and risk capacity, we’ll create portfolios that are customized to your overall financial goals. By being an independent Registered Investment Advisor, we are not tied in with a large “wire house” institution, which means we can offer a universe of funds and equities to create cost-efficient portfolios.

Step 3: Tax Planning

The main goal of our tax planning is to generate more tax diversification. This means that we’ll assess your current tax liability whether it is income taxes, capital gain taxes, or estate taxes and develop strategies to minimize the taxes you pay during your retirement, as well as when passing on your wealth to the next generation. With an in-house CPA, we have your back.

Step 4: Health Planning

Understanding the healthcare system can be overwhelming. Whether you are trying to retire before Medicare, on Medicare, or concerned about the high costs of Long-Term Care, we take the time to ensure that you know your options, and create a plan that matches your health and budget.

Step 5: Legacy Planning

By working collaboratively with estate planning attorneys, we can help maximize the amount that your loved ones will inherit, help control how the money is to be given, and minimize the taxes that are paid.

Meet Virtus Financial Group

Our team at Virtus Financial Group utilizes over 40 years of experience to help empower our clients through each step of their financial journey. At Virtus, we believe you deserve more. More from the financial industry, more from your advisor, and more from your plan. You deserve to reap the benefits from your hard work and for the sacrifices you have committed to for decades.

Using our planning process, our goal is to make sure you are going to be okay no matter what. Together, we will implement a plan that gives you the courage to truly live your life.

Your Team

Tyler Wrezinski


Andrew Hall, CPA


Bernie Wrezinski

Founder Emeritus

Greg Fahrenkrug

Investment Advisor Representative

Josie Metzger

Investment Advisor Representative


Christine Hall


Linda Wrezinski, CHFC


Jodi Switzer


Toni Lueck


Samantha Kelbe


Jimma Parker

Outreach Coordinator

Paige Meyer

Marketing Coordinator

Rene Alsbach

Service Leader

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Contact Us

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