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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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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

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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Inflation Transitory Or Here To Stay Video

Inflation Transitory Or Here To Stay Video

Inflation Transitory Or Here To Stay Video Read More
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Inflation: Transitory Or Here To Stay

Inflation: Transitory Or Here To Stay

“Inflation is when you pay $15 for the $10 haircut you used to get for $5 when you had hair.” . . .
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Are Living Trusts Worth The Money?

Are Living Trusts Worth The Money?

Written by Brian Tillotson and Karen Spence The most common estate planning question we get at Virtus Wealth Management is . . .
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Do Valuations Matter or Do We Party Like It’s 1999?

Do Valuations Matter or Do We Party Like It’s 1999?

A fun song from the 1990s from the late and great Prince.  Part of the lyrics from that song included, . . .
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Mortgage or No Mortgage – The $64,000 Question

Mortgage or No Mortgage – The $64,000 Question

Written by Brian Tillotson and Karen Spence This is one of the most debated and asked topics from our clients.  . . .
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The Conservative Catch-22

The Conservative Catch-22

I was meeting with a client the other day and we were discussing expectations.  This couple is fairly risk averse . . .
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The Best Money Quotes

The Best Money Quotes

There are certain situations or times in our lives in which a good quote can perfectly explain how we feel . . .
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What Is The S&P 500 Index and Why Is Everyone Talking About It?

What Is The S&P 500 Index and Why Is Everyone Talking About It?

“I found that if you have a goal, you might not reach it. But if you don't have one, then . . .
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Presidential Election: Myth versus Fact

Presidential Election: Myth versus Fact

White Noise definition per Webster Dictionary: a: a constant background noise, especially: one that drowns out other sounds. b: meaningless or distracting . . .
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