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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.

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

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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.

I ran across the chart below while reading an article about retirement plans. It quickly summarizes feedback from plan participants . . .
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Four Tax Strategies To Have In Place Before Retiring

Four Tax Strategies To Have In Place Before Retiring

To somewhat alleviate and help one overcome the “surprises” in retirement, let me suggest 4 tax strategies to have in . . .
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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

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

Your Financial Review Three Areas To Be Addressed

A financial review should not be just about the performance of one’s portfolio. I know, that is all we really . . .
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College Planning – Let’s Do This (Part 2)

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

It’s me again. Your friendly financial advisor and parent of 2 kids in college. I feel your pain and/or your . . .
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Human Understanding

Human Understanding

As financial advisors and wealth managers, one might expect a preoccupation with money. But financial planning is a people business, . . .
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College Planning – Let’s do this! (Part 1)

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

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

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

The ongoing COVID-19 pandemic has impacted almost everyone to some degree. For some individuals, the loss of loved ones may . . .
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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?

Maybe you are already wealthy or maybe you are on your way.  Maybe you are concerned about your financial future, . . .
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The Pandemic Effect – Retirement

The Pandemic Effect – Retirement

Five tips to help you rework your plans in a post-COVID world. Here we are in the post-COVID world.  Well, . . .
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