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At Virtus Wealth Management, your Southlake independent financial advisors, we help our clients prepare for a financially-secure future by developing long-term strategies that focus on the “big picture” versus short-term gain, thereby managing risk.

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Today’s economic conditions and uncertain financial markets require the savvy investor to go beyond traditional boundaries.

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Our mission is to provide innovative, sophisticated and highly customized wealth management solutions and financial advice that address all facets of your finances.

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We tailor everything to each of our clients’ specific needs so that each client can pursue his or her different goals.

Virtus Wealth Management

Virtus Wealth Management is the product of a 2016 merger between two well-established Texas wealth management firms.

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Wealth management is more than just investment advice – it includes all aspects of a client’s financial life.

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Wealth management is more than just investment advice – it includes all aspects of a client’s financial life.

Who We Help

At Virtus Wealth Management, we believe we can help you no matter what age you are, what life stage you are in, or how much money you are working with. We want you to feel educated, empowered, and involved in the planning of your financial future.

Our Team

Photo of Brian Tillotson, CPWA®, Certified Private Wealth Advisor℠, Virtus Wealth Management having fun outside

Brian Tillotson

Certified Private Wealth Advisor℠

Photo of Charles Elhoff, CFP®, ChFC, CLU, Wealth Advisor, Virtus Wealth Management holding a child

Charles Elhoff

Wealth Advisor

Photo of Amy Tillotson, Chief Operations Officer, and Brian Tillotson, CPWA®, Virtus Wealth Management having fun outdoors

Amy Tillotson

Chief Operating Officer

Karen Spence, CRPC®, Wealth Advisor, Virtus Wealth Management outdoors on a boat having fun with her husband

Karen Spence

Wealth Advisor

Mark Moore

Certified Financial Planner™

Prestyn Nicole Tillotson

Director of Communications

Myrna Dye

Client Services Specialist

Braedan Hudson

Paraplanner

Kailyn Jones

Administrative Assistant

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