Virtue Wealth Counsel, LLC logo

Virtue Wealth Counsel, LLC

Updated today

Client AUM

$28,113,492

Clients

141

Advisors

4

across 2 offices

About

Virtue Wealth Counsel provides investment advisory and portfolio management services to individual and high-net-worth clients. The firm operates with a small adviser team and serves a modest client base through personalized financial planning and portfolio oversight.

Advisors at the firm emphasize individualized planning that can incorporate tax, estate, and charitable considerations alongside investment management. Services are delivered through direct advisor relationships and are tailored to the needs of families and individual clients.

Distinctively, the firm includes an advisor who is a licensed attorney admitted to practice in Hawaii and who offers stewardship-based charitable gift planning and nonprofit consulting. That advisor’s outside, compensated charitable-planning activities and prior foundation leadership are disclosed as potential conflicts of interest and clients are informed they are not required to engage those services.

Client services

Financial planning Portfolio management

Expertise

Charitable giving & philanthropy

Demographic focus

Christian Faith Based

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Main office

See office

16924 Frances Street, Suite 206

Omaha NE 68130

Advisors at this office

3

Most active in

Arizona · Iowa · Nebraska · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

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Sydney P

Series 65

Omaha, NE

Virtue Wealth Counsel, LLC

Sydney Peatrowsky is a financial advisor with Virtue Wealth Counsel, LLC in Omaha, NE, holding a Series 65 designation. Sydney has three years of experience at Virtue Wealth Counsel and Peatrowsky Law, LLC. Outside of financial advising, Sydney has been involved with Sydney Odelia, LLC for ten years. Virtue Wealth Counsel provides investment advisory and portfolio management services to individual and high-net-worth clients, focusing on personalized financial planning that often integrates tax, estate, and charitable considerations. The firm serves a modest client base through direct advisor relationships tailored to families and individual clients.

Charitable giving & philanthropy Christian Faith Based
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Dennis P

ChFC®

Omaha, NE

Virtue Wealth Counsel, LLC

Dennis Peatrowsky is a ChFC® credentialed advisor with Virtue Wealth Counsel, LLC in Omaha, NE, where he has worked since 2019. He has two years of industry experience and previously worked at Vincent & Peatrowsky Law Offices, LLC, as well as holding roles at the University of Nebraska at Omaha, Target, Inc., and Skutt Catholic High School. Virtue Wealth Counsel serves individual clients, including high-net-worth households, providing portfolio management and comprehensive financial planning. The firm integrates investment management with estate and charitable planning, offering legal and philanthropic services through an affiliated attorney, which distinguishes it from many similar-sized firms.

Charitable giving & philanthropy Christian Faith Based
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Dennis P

Series 63, Series 65

Omaha, NE

Virtue Wealth Counsel, LLC

Dennis Peatrowsky is a financial advisor at Virtue Wealth Counsel, LLC with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Questar Asset Management and Vincent & Peatrowsky Law Offices. Peatrowsky is also an attorney at Peatrowsky Law, LLC, focusing on estate and business planning and securities law. Additionally, he serves as a chapter director and archdiocese coordinator for His Way At Work, a ministry for consecrated business owners. Virtue Wealth Counsel serves individual clients, including high-net-worth households, offering portfolio management and comprehensive financial planning. The firm integrates investment management with estate and charitable-planning services, distinguishing itself by including active attorney-affiliated legal and philanthropic offerings.

Charitable giving & philanthropy Christian Faith Based
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Mark H

Series 63, Series 65

Tyler, TX

Virtue Wealth Counsel, LLC

Mark Henry is a financial advisor with Virtue Wealth Counsel, LLC in Tyler, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Virtue Wealth Counsel since 2019 and previously worked at Stewardship Advisory Group and East Texas Catholic Foundation. Outside of his advisory role, he serves as president of Stewardship Planned Giving, providing charitable gift planning services to Christian churches. Virtue Wealth Counsel offers investment advisory and portfolio management services to individual and high-net-worth clients, focusing on personalized financial planning that integrates tax, estate, and charitable considerations. The firm maintains a small advisory team and delivers tailored services through direct client relationships.

Charitable giving & philanthropy Christian Faith Based
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