Virtus Wealth Solutions

Virtus Wealth Solutions is a financial planner in Cranford, New Jersey, serving individuals and business owners through comprehensive financial planning services. The firm specializes in retirement planning, estate conservation, wealth and investment management, tax planning, college funding strategies, risk management, and business succession planning. It also offers employee benefits consulting and financial education for businesses. The firm emphasizes long-standing client relationships and integrates six key areas of financial planning to support clients in achieving their financial goals. With a 5.00 rating and positive reviews, it is recognized for its client-focused approach.

The firm’s team includes certified professionals such as Devang Patel, CFP®, Hirbod Azmi, AIF®, FSCP®, LUTCF®, Dorota Warchol, ChFC®, CLU®, LUTCF®, JD, Jayshree Desai, and Patricia McPherson, who collaborate to deliver personalized financial strategies. Services include a Virtual Family Office, which coordinates all aspects of a client’s financial life, and tailored planning for cash flow management, investment growth, and long-term financial security. The firm supports clients through a structured process that includes analysis, recommendation, and implementation of strategies designed for lifetime financial success.

Located on Centennial Avenue in Cranford, the firm sits about 0.1 miles from Centennial Avenue itself, within a short distance of Buchanan Park, the Centennial Avenue Pool, and Munsee Pond. It is also near the Garden State Parkway and Hillside Avenue School, all within a 0.3-mile radius.

Virtus Wealth Solutions is known for its client-centered philosophy, professional team, and integrated approach to financial planning. Its strong reputation is reflected in its perfect 5.00 rating and focus on long-term financial security. The firm stands as a trusted resource for residents of Cranford and surrounding communities seeking expert guidance in managing their financial futures.