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

Is A Roller Coaster Necessary in Investments?

Is A Roller Coaster Necessary in Investments?

Did you know that although the S&P 500 was up over 25% last year, it is only up a little . . .
Read More
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 . . .
Read More
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 . . .
Read More
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 . . .
Read More
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 . . .
Read More
The Debt Ceiling – Crisis or Fearmongering?

The Debt Ceiling – Crisis or Fearmongering?

Déjà vu all over again.  We have been here before, specifically in 2011.  I am referencing a debt ceiling crisis, . . .
Read More
Concerned About The Banking Failures?

Concerned About The Banking Failures?

The markets were hit with a major surprise this past weekend when Silicon Valley Bank (SVB) collapsed.  This was quickly . . .
Read More
Urgent News Regarding Your Pension

Urgent News Regarding Your Pension

Many Americans are learning a very tough lesson in regards to how pensions work due to the inflation pressures we . . .
Read More
10 Mistakes You May Be Making

10 Mistakes You May Be Making

Now that the markets and economy has stabilized and estate sizes may have changed, as well as the fact that . . .
Read More
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 . . .
Read More
1 2 3 10

advanced-floating-content-close-btn