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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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ABLE Accounts

ABLE Accounts

Although Uncle Sam loves to collect his share of taxes on everything from income to gains on your...

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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

How to Spot a Bottom!

How to Spot a Bottom!

“It is tough to make predictions, especially about the future.” Yogi Berra A question I get a lot is if . . .
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The Top 10 Rules of Building Wealth

The Top 10 Rules of Building Wealth

“We must all suffer from one of two pains: the pain of discipline or the pain of regret. The difference . . .
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Should You Own Bonds? (Part 2)

Should You Own Bonds? (Part 2)

As stated in Part 1 of this article, it depends.  Same answer as before!  In Part 1 of this series, . . .
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Should You Own Bonds? (Part 1)

Should You Own Bonds? (Part 1)

Depends. How is that for an answer? It is important to understand the big picture and to not get caught . . .
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Do Higher Interest Rates Spell Doom For the Markets?

Do Higher Interest Rates Spell Doom For the Markets?

January 2022 ended up being a volatile month for the markets. The NASDAQ hit the official correction level (when a . . .
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Where are the People Who Want to Work?

Where are the People Who Want to Work?

“If there is unemployment in America, it is because the unemployed do not want to work.” Henry Ford A quote . . .
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What Is A Portfolio Stress Test And Why Is It Important?

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

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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IRAs, 401(k)s and Roth Optimization

IRAs, 401(k)s and Roth Optimization

“In this world, nothing can be said to be certain, except death and taxes.” Benjamin Franklin In an article I . . .
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How Safe Is Your Money?

How Safe Is Your Money?

It seems every few years a rumor or myth gets going that takes a life of its own. That doesn’t . . .
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A Guide To Our Regulating Parties

A Guide To Our Regulating Parties

Chuck and I set out early in our careers as advisors to put the client first.  We didn’t want to . . .
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