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

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.

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

The Top Five Benefits of Roth IRA Contributions for Young People

The Top Five Benefits of Roth IRA Contributions for Young People

Read More
Market Update – September 2024

Market Update – September 2024

As Cat Stevens once said, “Oh baby, it’s a wild world out there…”  We have an election year, extreme political . . .
Read More
Oktoberfest Is Upon Us

Oktoberfest Is Upon Us

6 Facts Regarding Oktoberfest and 5 Facts Regarding the Stock Market in October Many of us love this time of . . .
Read More
TOP FINANCIAL FIRMS IN THE CITY, STATE, USA

TOP FINANCIAL FIRMS IN THE CITY, STATE, USA

I recently saw in an advertisement or article on the internet with this type of headline. I am sure you . . .
Read More
College Costs Now Can Exceed $90k…That’s Per Year!

College Costs Now Can Exceed $90k…That’s Per Year!

Below I will share some thoughts for consideration. One needs to ask if college is really going to be worth . . .
Read More
The Importance of Simplifying Your Life

The Importance of Simplifying Your Life

I recently had a conversation with a dear friend of mine since grade school and his beautiful wife. They had . . .
Read More
10 Year Projection

10 Year Projection

Below are some of the more alarming predictions you may be hearing from pundits or in the media: WAR - . . .
Read More
Healthcare Costs and Heath Savings Accounts

Healthcare Costs and Heath Savings Accounts

We at Virtus Wealth Management take pride in offering multiple services through all stages of life, i.e. young adults, established . . .
Read More
Why Having A Financial Advisor Helps

Why Having A Financial Advisor Helps

Behavioral Finance, that’s why!  There are two types of investors:  rational and irrational.  Which one are you?  The odds are . . .
Read More
The Benefits of Being Proactive with Decisions On Aging

The Benefits of Being Proactive with Decisions On Aging

Well, life continues to move along for me, my family, my friends, my mom, my husband’s parents, my friends’ parents, . . .
Read More
1 2 3 26

advanced-floating-content-close-btn