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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.


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.

Karen Spence, CRPC®

Karen Spence, CRPC®

Wealth Advisor

Focused on building relationships, financial advisor Karen Spence joined the firm in 2006. Karen holds a B.B.A. in Accounting and Computer Information Systems from the University of Arkansas where she was also a collegiate swimmer.

She began her career at Sprint as a Software Engineer and advanced to an Enterprise Architect by understanding the functionality of the systems, partnering with her peers and users, and facilitating cross-domain cooperation and communication. Karen’s strong relationship-building, analytical, and listening skills were the keys to her success at Sprint. Karen left Sprint in 2006 to spend more time with her family and embark on a new career where she could help people as a financial advisor.

Karen joined the firm in 2006 and immediately enjoyed the opportunity to work with clients. Trust is something that Karen does not take lightly. She strongly believes in taking care of our clients and feels a responsibility to help them reach their goals. Karen is known for her focus on customer service, attention to detail, and naturally supportive style. She works with clients to implement recommended strategies designed to generate results. Karen continuously keeps the clients’ best interests at the forefront and places a strong emphasis on the overall strategy which always revolves around what the client needs – their individual goals and lifestyles.

Karen also has a heart for education and leads our Ladies’ Finance & Fun events, focused on building confidence in women. She believes the most important part of education is helping our clients use information to make decisions and put their plan into action as they seek to reach their goals.

Karen actively serves in her church community. She is married to Tip, her high school sweetheart, and is the proud mother of three boys. She spends most of her spare time with her family and still enjoys going for a swim every now and then.

Karen Spence earned the Chartered Retirement Planning Counselor℠ designation for her work as a financial advisor in 2015. Karen also holds the Series 7 and 63 registrations with LPL Financial and is a licensed general lines insurance agent. Karen is a registered representative with LPL Financial.

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