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.

E

Wealth Management

E

Risk Management

E

401k Rollover Services

E

Tax Planning

E

Estate Planning

E

Roth Conversion

Connect With Us

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

Contact Us →

Resources

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

E

Account Access

E

Videos

E

Rate Your Risk

E

Why Work With A Financial Advisor

E

How To Choose A Wealth Advisor

E

What A Wealth Manager Can Do For You

E

Complimentary Consultation

E

10 Mistakes You May Be Making

E

Resource Links

Connect With Us

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

Contact Us →

Virtus Wealth Management

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

E

Our Team

E

Our Credentials

E

Our History

E

Our Process

Connect With Us

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

Contact Us →

Latest Post

Get in touch

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

Contact Us →

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.

E

Let’s Do Life

E

Adulting Gets Real

E

Planning Gets Real

E

Responsibility Gets Real

E

Retirement Gets Real

Connect With Us

There is no predetermined benchmark or criteria that you must reach to let you know it’s time to partner with a financial advisor.

Contact Us →

OUR BLOG

Read what our experts are saying

All    |    Virtus Wealth Management     |    Brian Tillotson    |    Charles R. Elhoff, Jr    |    Karen Spence

Retirement Insights – How a financial advisor can help you prepare confidently for retirement.

Retirement Insights – How a financial advisor can help you prepare confidently for retirement.

Karen Spence   November 18, 2022  
I ran across the chart below while reading an article about retirement plans. It quickly summarizes feedback from plan participants . . .
Read More
Four Tax Strategies To Have In Place Before Retiring

Four Tax Strategies To Have In Place Before Retiring

Charles R. Elhoff, Jr   November 4, 2022  
To somewhat alleviate and help one overcome the “surprises” in retirement, let me suggest 4 tax strategies to have in . . .
Read More
Three Ways To Charge As An Advisor Don’t Fall for Marketing Gimmicks from Financial Advisors

Three Ways To Charge As An Advisor Don’t Fall for Marketing Gimmicks from Financial Advisors

Brian Tillotson   November 1, 2022  
Our industry is full of marketing gimmicks and misleading representations by wealth management firms. One way they do this is . . .
Read More
Your Financial Review <nobr>Three Areas To Be Addressed</nobr>

Your Financial Review Three Areas To Be Addressed

Charles R. Elhoff, Jr   November 1, 2022  
A financial review should not be just about the performance of one’s portfolio. I know, that is all we really . . .
Read More
College Planning – Let’s Do This (Part 2)

College Planning – Let’s Do This (Part 2)

Karen Spence   October 26, 2022  
It’s me again. Your friendly financial advisor and parent of 2 kids in college. I feel your pain and/or your . . .
Read More
Human Understanding

Human Understanding

Charles R. Elhoff, Jr   October 26, 2022  
As financial advisors and wealth managers, one might expect a preoccupation with money. But financial planning is a people business, . . .
Read More
College Planning – Let’s do this! (Part 1)

College Planning – Let’s do this! (Part 1)

Karen Spence   October 24, 2022  
With a recent college graduate and 2 more kids in college, I can understand why College Planning is intimidating, overwhelming, . . .
Read More
Financial Planning Advice for Managing an Inheritance Brought on By the Pandemic

Financial Planning Advice for Managing an Inheritance Brought on By the Pandemic

Virtus Wealth Management   September 30, 2022  
The ongoing COVID-19 pandemic has impacted almost everyone to some degree. For some individuals, the loss of loved ones may . . .
Read More
Five Traits of Wealthy People Do You Have The Traits of The Wealthy?

Five Traits of Wealthy People Do You Have The Traits of The Wealthy?

Brian Tillotson   September 30, 2022  
Maybe you are already wealthy or maybe you are on your way.  Maybe you are concerned about your financial future, . . .
Read More
The Pandemic Effect – Retirement

The Pandemic Effect – Retirement

Karen Spence   September 30, 2022  
Five tips to help you rework your plans in a post-COVID world. Here we are in the post-COVID world.  Well, . . .
Read More
1 2 3 … 22