Discover Our Services

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.

Connect With Us

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

Resources

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

Connect With Us

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.

Connect With Us

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

Latest Post

What Is in a Title

What Is in a Title

I cannot stress the importance of you passing this article and the second in the series on to your...

Get in touch

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.

Trishtan Means

Prestyn Nicole Tillotson, Director of Communications, Virtus Wealth Management

Trishtan Means

Paraplanner

Trishtan joined the Virtus Wealth Management team as a Paraplanner. Prior to joining Virtus Trishtan has worked in the financial industry working with retirement accounts, pension, and brokerage accounts.

As a paraplanner, Trishtan is passionate about applying her knowledge in the finance industry to support clients and advisors. She is currently finding a lot of fulfillment in this current role and focusing on this path.

In her free time, Trishtan enjoys spending time with her two pups. She loves reading and being a part of a book club, also working out at her local boot camp. She likes to travel from time to time.

Let’s Connect

Contact Us
Would you like to subscribe to The Virtus View, our twice monthly e-newsletter?
advanced-floating-content-close-btn