About Us
Learn More About Virtue Wealth Counsel
Nurturing Your Nest Egg with Faith, Expertise, and Value-Added Strategies
You’ve diligently built your “nest egg,” and now, it’s time to entrust its stewardship to seasoned professionals. At Virtue Wealth Counsel, we understand that achieving investment goals requires a nuanced approach. We believe in diversity, not just in your portfolio, but in our strategies. Our commitment is unwavering: to adhere to time-tested investment principles while offering tailored solutions.
OUR CORE PRINCIPLES
Comprehensive Wealth Management
Wealth management isn’t just about numbers; it’s about securing your future. We are your partner in this journey, offering comprehensive services that go beyond conventional approaches. Our strategies encompass in-depth fundamental analysis, a flexible, benchmark-agnostic approach, tax-conscious decision-making, and an unwavering commitment to avoiding the permanent impairment of capital.
Faith-Based Portfolios
Founded in 2018, Virtue Wealth Counsel places faith at the forefront. For clients seeking faith-based screening, we provide portfolios with tangible results open for client review and audit. Our commitment to faith extends beyond words—it’s an integral part of our investment approach.
Expertise You Can Trust
With over 20 years of financial services experience, our investment team has successfully navigated portfolios through the most challenging market environments. Our personalized client relationships, coupled with creative leadership, ensure a unique approach tailored to your objectives.
Value-Added Experience
Virtue Wealth Counsel doesn’t just manage wealth; we enhance it. Our consistent value-based investment process, coupled with cutting-edge financial technologies, aims to deliver attractive risk-adjusted returns after taxes. We collaborate seamlessly with legal, tax, and financial planning experts to provide a truly value-added experience for our clients.
Contact us to discuss our past results and how Virtue Wealth Counsel can be the steward of your financial future. Your faith, our expertise, and a commitment to value-added strategies set us apart.
Let’s embark on this journey together.
OUR TEAM
Dennis Peatrowsky
President and Managing Member
402.676.2477
dennis@virtuewealthcounsel.com
A native of West Point, Nebraska, Mr. Peatrowsky brings over 25 years of experience in financial services, estate planning, investment management. A United States Marine Corps veteran, Mr. Peatrowsky received a baccalaureate degree, summa cum laude, from Park University and obtained his Juris Doctor (JD) degree from the Creighton University School of Law in 1994.
Mr. Peatrowsky served more than 17 years as compliance officer, in-house counsel and wealth advisor for regional registered investment adviser firms. Mr. Peatrowsky has a track record managing customized investment portfolios, and provides counsel to individuals, families, trustees and business owners while working with their advisors, CPAs, and trusted professionals.
Admitted to the practice of law in Nebraska, Peatrowsky held the Series 4, 7, 24, and 63 securities licenses, holds the Series 65 investment adviser license and a life and disability insurance license. He is a member of WealthCounsel, the Nebraska State Bar Association, is an active parishioner at St. Wenceslaus Catholic Church, and enjoys spending time with his three children.
Mark Henry
Senior Vice President
903.787.5093
mhenry@virtuewealthcounsel.com
A native of Tyler Texas, Mark Henry has been licensed in the securities industry for over 20 years, with a license as an investment advisor since 2006. Outside of Virtue Wealth Counsel, Mark is the founder of Stewardship Planned Giving and is recognized nationally in stewardship, estate planning, and planned giving. Henry holds Series 63 and Series 65 licenses, which qualifies as both a securities agent and an investment advisor representative. He is the Senior Vice-President and Director of Planned Giving.
Mark is the author of various books, including “Finish Faithful”, a Catholic stewardship look at estate planning and philanthropy. Mark practiced law concentrating on Catholic estate planning and philanthropy since 1983 and has served the Catholic community in leadership positions with Dioceses and Foundations and as a philanthropic adviser to Catholic nonprofits and individuals. Mark is a frequent speaker at Catholic conferences and a guest on Catholic radio programs.
Dennis "DJ" Peatrowsky ChFC®
Wealth Planner
402.612.5740
djpeatrowsky@virtuewealthcounsel.com
As a Private Wealth Planner, holding the ChFC (Chartered Financial Consultant) designation, DJ brings a wealth of knowledge to the team. With a passion for practicing his faith while helping individuals and families achieve their financial goals, he delivers on simplifying complex financial topics. He empowers clients to make informed decisions that align with their aspirations. Faith, trust, and transparency are qualities DJ believes are important in fostering long-term relationships.
DJ also conducts research on securities and investments, provides due diligence to the president, and reviews asset allocation decisions for client portfolios. He assists the firm’s Chief Compliance Officer review regulations and regulatory filings. Lastly, DJ assists in administrative and operational services for clients.
Currently, he is attending Creighton University in the Master of Financial Planning/Financial Psychology program. Before attending Creighton, DJ earned his bachelor’s in business
management with a concentration in legal studies at the University of Nebraska at Omaha and is a 2018 graduate of Skutt Catholic High School.
When he is not at work or with his family, you can find DJ in the gym, playing basketball, or attending various athletic and community events. He is a parishioner at St. Wenceslaus Catholic Church, where he and his family attend mass every Sunday morning. DJ has volunteered in a variety of community charities such as Habitat for Humanity, as well as is a member of Knights of Columbus, Catholic Business Group of Omaha, and VENI.
Sydney Peatrowsky
Director of Marketing
Sydney has a bachelor’s degree in marketing from the University of Nebraska at Omaha. She is responsible for the new client onboarding process as well as the day-to-day client service responsibilities. Sydney spent several years supporting management teams in marketing, retail, and the non-profit industries before joining Virtue Wealth Counsel.
She brings a tremendous work ethic and calming personality to Virtue Wealth Counsel and our clients. Sydney believes having a positive outlook and a readiness to learn are the keys to personal growth. Beyond her professional endeavors, Sydney finds joy in creative pursuits–enjoying music, literature, and writing. She enjoys the adventure of travel, complemented by outdoor activities shared with her family, and walking her dog, Poppy, around the lake.
Trevor Henry
Customer Relations
Trevor Henry assists the Virtue Wealth Counsel Texas office with customer relations. Trevor has a background in database management and not-for-profit services. Trevor graduated with a Bachelor of Science in Business Administration from Grand Canyon University. Trevor graduated from Notre Dame Preparatory in Scottsdale, Arizona. Outside of the office, Trevor enjoys playing softball with the local Catholic team and other outdoor activities like hunting, fishing and snowboarding.
Spencer Peatrowsky
Intern
Spencer Peatrowsky is currently a full-time business student at Creighton University. He is committed to his studies and plans to attend law school after he receives his bachelor’s degree in management.
As a member of the Management Consultant Club within the Heider College of Business, he has studied Microeconomics, Accounting, Business Statistics, Computer Science, Philosophy, and Psychology.
Spencer has a part-time internship at Peatrowsky Law, LLC, which focuses on estate planning, business formation, and trusts. His tasks involve administrative drafting of documents, assisting Mr. Peatrowsky in client meetings, and preparing documents for client delivery. Spencer aspires to manage his own law firm in the future and is learning valuable skills involving investments and estate and tax planning at Virtue Wealth Counsel.
When Spencer is not in class, you can find him visiting nearby lakes, where he cherishes the sounds, sights, and smells of nature. Spencer is also passionate about the practice of meditation, which is a key part of his daily ritual. These hobbies allow him to remain calm and focused when he is away from his studies.