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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.

Latest Post

10 Mistakes You May Be Making

Now that the markets and economy has stabilized and estate sizes may have changed, as well as the...

Financial Planning During Covid – What You Need to Know

By now, many Americans have felt the economic fallout from COVID-19 in one way or another. The...

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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.

Life Stages

Adulting Gets Real

Planning Gets Real

Responsibility Gets Real

Retirement Gets Real

Sudden Wealth

Sudden Wealth Syndrome

Sudden Wealth Through Divorce

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Employees With Corporate Benefits

Goal Oriented Individuals

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OUR BLOG

Read what our experts are saying

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

10 Mistakes You May Be Making

Brian Tillotson

November 28, 2022

Now that the markets and economy has stabilized and estate sizes may have changed, as well as the fact that . . .

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

Brian Tillotson

November 7, 2022

Our industry is full of marketing gimmicks and misleading representations by wealth management firms. One way they do this is . . .

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, . . .

How to Spot a Bottom!

Brian Tillotson

August 1, 2022

“It is tough to make predictions, especially about the future.” Yogi Berra A question I get a lot is if . . .

The Top 10 Rules of Building Wealth

Brian Tillotson

July 7, 2022

“We must all suffer from one of two pains: the pain of discipline or the pain of regret. The difference . . .

Should You Own Bonds? (Part 2)

Brian Tillotson

May 2, 2022

As stated in Part 1 of this article, it depends. Same answer as before! In Part 1 of this series, . . .

Should You Own Bonds? (Part 1)

Brian Tillotson

April 25, 2022

Depends. How is that for an answer? It is important to understand the big picture and to not get caught . . .

Do Higher Interest Rates Spell Doom For the Markets?

Brian Tillotson

February 15, 2022

January 2022 ended up being a volatile month for the markets. The NASDAQ hit the official correction level (when a . . .

Where are the People Who Want to Work?

Brian Tillotson

November 24, 2021

“If there is unemployment in America, it is because the unemployed do not want to work.” Henry Ford A quote . . .

What Is A Portfolio Stress Test And Why Is It Important?

Brian Tillotson

September 8, 2021

Investing Success May Lead To Complacency; Complacency Leads To Over-Confidence “The stock market is the story of cycles and of . . .

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