If you'd like to see what Account View 2.0 is all about, please watch this short video.
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Getting Started with the New Account View - LPL Financial
May 6, 2021James Cruise appears in Fortune Magazine's Wealth Managers 40 under 40
March 10, 2021February 1, 2021
Providence, RI, January 15th– The Virtus Group is pleased to announce Five Star award winner James Cruise's appearance in a Wealth Managers Under 40 special section in the February 2021 issue of Fortune magazine. James was named a Five Star award winner in 2021. By earning this honor, James has shown an outstanding commitment to clients. Please look for James in Fortune magazine...
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Providence, RI, January 15th– The Virtus Group is pleased to announce Five Star award winner James Cruise's appearance in a Wealth Managers Under 40 special section in the February 2021 issue of Fortune magazine. James was named a Five Star award winner in 2021. By earning this honor, James has shown an outstanding commitment to clients. Please look for James in Fortune magazine...
Press Release: Mark S. Cruise Honored as one of LPL Financial's Top Advisors
March 10, 2021January 28, 2021
Providence, RI — January 28, 2021, — Mark S. Cruise, an independent LPL Financial advisor at the Virtus Group in Providence, today announced his inclusion in LPL's Chairman's Council. This elite award is presented to less than 2% of the firm's more than 17,000 financial advisors nationwide*.
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Providence, RI — January 28, 2021, — Mark S. Cruise, an independent LPL Financial advisor at the Virtus Group in Providence, today announced his inclusion in LPL's Chairman's Council. This elite award is presented to less than 2% of the firm's more than 17,000 financial advisors nationwide*.
Mark S. Cruise Attends Barron's Top Independent Advisors Summit
March 10, 2021March 24, 2017
Orlando, FL (March 24, 2017) — Mark S. Cruise, MBA, ChFC®, CPFA® attended the ninth-annual Barron's Top Independent Advisors Summit, hosted by Barron's magazine to promote best practices in the industry and the value of advice to the investing public.
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Orlando, FL (March 24, 2017) — Mark S. Cruise, MBA, ChFC®, CPFA® attended the ninth-annual Barron's Top Independent Advisors Summit, hosted by Barron's magazine to promote best practices in the industry and the value of advice to the investing public.
Our Move is Complete
March 10, 2021October 1, 2020
Same floor, different door! Just one door left of our old suite - but our address remains the same. Check out the photos below for before, during and after the move.
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Same floor, different door! Just one door left of our old suite - but our address remains the same. Check out the photos below for before, during and after the move.
The Virtus Group announces 2021 Five Star Wealth Manager Award recipients
March 10, 2021February 2, 2021
The Virtus Group is proud to announce that Mark S. Cruise and James S. Cruise have been awarded The Five Star Profession's coveted Five Star Wealth Manager rating for 2021. Five Star Professional employed a rigorous research process to identify the Five Star Wealth Manager award winners in the Rhode Island area. Award-winning professionals were carefully selected from among thousands of wealth managers for their knowledge, service and experience.
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The Virtus Group is proud to announce that Mark S. Cruise and James S. Cruise have been awarded The Five Star Profession's coveted Five Star Wealth Manager rating for 2021. Five Star Professional employed a rigorous research process to identify the Five Star Wealth Manager award winners in the Rhode Island area. Award-winning professionals were carefully selected from among thousands of wealth managers for their knowledge, service and experience.