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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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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

CD’s … All The Rage?

CD’s … All The Rage?

Policy tightening from the Fed pushed yields on cash-like instruments to their most attractive levels in over a decade.  With . . .
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Which Political Party is Better for Investors?

Which Political Party is Better for Investors?

Welcome to the 2024 election year.  Let the fun, drama, bob and weave begin!  Game on!  One of the biggest . . .
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Is A Rollercoaster Necessary in Investments?

Is A Rollercoaster Necessary in Investments?

Did you know that although the S&P 500 was up over 25% last year, it is only up a little . . .
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Tax Season: Important Dates, Deadlines & Figures

Tax Season: Important Dates, Deadlines & Figures

It’s hard to believe that tax season is here already.  In an effort to help our clients be prepared, we . . .
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2024 Market Expectations

2024 Market Expectations

As we start off 2024, the most common question we get is, “What is the market going to do this . . .
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10 Reasons to Partner with Virtus Wealth Management

10 Reasons to Partner with Virtus Wealth Management

1.     We are purposeful. We have a clear mission to serve our clients and help them pursue their goals. We . . .
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ABLE Accounts

ABLE Accounts

Although Uncle Sam loves to collect his share of taxes on everything from income to gains on your investments, the . . .
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Artificial Intelligence and Investing

Artificial Intelligence and Investing

AI (artificial intelligence) is poised to have a significant impact across various industries, transforming the way they operate and creating . . .
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Are Benchmarks Really Benchmarks?

Are Benchmarks Really Benchmarks?

“Numbers never lie, after all; they simply tell different stories depending on the math of the tellers.” Luis Alberto Urrea . . .
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Time to Be Aggressive or Cautious?

Time to Be Aggressive or Cautious?

Ever try a hot pepper and think, “that wasn’t so bad,” only then after a brief delay to have the . . .
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