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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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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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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.

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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

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, . . .

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 . . .

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 . . .

Artificial Intelligence and Investing

Brian Tillotson

August 29, 2023

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

Are Benchmarks Really Benchmarks?

Brian Tillotson

June 20, 2023

“Numbers never lie, after all; they simply tell different stories depending on the math of the tellers.” Luis Alberto Urrea . . .

Time to Be Aggressive or Cautious?

Brian Tillotson

June 5, 2023

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

The Debt Ceiling – Crisis or Fearmongering?

Brian Tillotson

May 11, 2023

Déjà vu all over again. We have been here before, specifically in 2011. I am referencing a debt ceiling crisis, . . .

Concerned About The Banking Failures?

Brian Tillotson

March 15, 2023

The markets were hit with a major surprise this past weekend when Silicon Valley Bank (SVB) collapsed. This was quickly . . .

Urgent News Regarding Your Pension

Brian Tillotson

January 27, 2023

Many Americans are learning a very tough lesson in regards to how pensions work due to the inflation pressures we . . .

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 . . .

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