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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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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.

Latest Post

Healthcare Costs and Heath Savings Accounts

We at Virtus Wealth Management take pride in offering multiple services through all stages of...

Why Having A Financial Advisor Helps

Behavioral Finance, that’s why! There are two types of investors: rational and irrational. ...

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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.

Retirees

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Sudden Wealth

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Sudden Wealth Syndrome

OUR BLOG

Read what our experts are saying

Contact us to ask a question or request more information. Receive the latest investment advice, tips, and strategies straight to your inbox by signing up for our e-newsletter, The Virtus View, at the bottom of this page. All information is written by our staff. We do not accept guest blog posts. No sales inquiries, please.

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

Healthcare Costs and Heath Savings Accounts

Charles R. Elhoff, Jr

June 3, 2024

We at Virtus Wealth Management take pride in offering multiple services through all stages of life, i.e. young adults, established . . .

Why Having A Financial Advisor Helps

Karen Spence

May 27, 2024

Behavioral Finance, that’s why! There are two types of investors: rational and irrational. Which one are you? The odds are . . .

The Benefits of Being Proactive with Decisions On Aging

Karen Spence

May 20, 2024

Well, life continues to move along for me, my family, my friends, my mom, my husband’s parents, my friends’ parents, . . .

5 Tips to Help Young People Build True Wealth

Brian Tillotson

May 7, 2024

I was at a nephew’s wedding a while back and a family member asked me to speak with their son, . . .

Saving vs. Investing

Karen Spence

April 22, 2024

Saving versus Investing. What’s the difference? Did you know that the typical person spends more time planning for vacation than . . .

CDs … All The Rage?

Karen Spence

March 12, 2024

Policy tightening from the Fed pushed yields on cash-like instruments to their most attractive levels in over a decade. With . . .

Which Political Party is Better for Investors?

Karen Spence

March 11, 2024

Welcome to the 2024 election year. Let the fun, drama, bob and weave begin! Game on! One of the biggest . . .

Is A Roller Coaster Necessary in Investments?

Brian Tillotson

March 5, 2024

Did you know that although the S&P 500 was up over 25% last year, it is only up a little . . .

Tax Season: Important Dates, Deadlines & Figures

Virtus Wealth Management

February 21, 2024

It’s hard to believe that tax season is here already. In an effort to help our clients be prepared, we . . .

2024 Market Expectations

Brian Tillotson

January 30, 2024

As we start off 2024, the most common question we get is, “What is the market going to do this . . .

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