Karen Spence

Background

About Karen Spence

Karen joined Virtus Wealth Management in 2006 and loved the firm from the start because their principles and integrity aligned with hers. Virtus Wealth prides itself on partnering with clients through education, encouragement, and empowerment to help them work towards their goals. Virtus Wealth also understands that wealth management extends beyond investment advice- it includes all aspects of a client’s financial life. Karen fully believes her clients benefit from the Virtus Wealth Connect Wealth ProcessTM which coordinates and unifies the decisions in their financial life, so that those decisions complement each other and aims to produce enhanced results. Trusting someone with your money is trusting someone with your future. Karen strongly believes in taking care of her clients and feels a responsibility to help them reach their goals. Karen is known for her focus on customer service, attention to detail, and naturally supportive style. Karen’s specialties include retirement planning, asset protection/insurance planning, tax planning, Social Security and Medicare. Karen is married to Tip, her high school sweetheart, and is the proud mother of three boys. She spends most of her spare time with her family and still enjoys going for a swim every now and then. Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Investment advice offered through Level Four Advisory Services, a registered investment advisor. Level Four Advisory Services and Virtus Wealth Management are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL and have not been reviewed by LPL Financial as to accuracy or completeness. For more information or for a list of states in which we are registered to do business, please visit or call our office at (817)717-3812.