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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

What is Value Investing and Is It Dead? Will Growth Investing Rule Forever?

What is Value Investing and Is It Dead? Will Growth Investing Rule Forever?

“Cheap is Cheap for a Reason.” Source Unknown There are several items I do not like buying on the cheap, . . .
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Mid-Year 2020 Market and Covid-19 Update

Mid-Year 2020 Market and Covid-19 Update

“It was the best of times, it was the worst of times, it was the age of wisdom, it was . . .
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Are You Ready for a Change?

Are You Ready for a Change?

Are you unhappy with the lack of communication from your current financial advisor? Did you lose more money than your . . .
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What We Can Already Learn from the Coronavirus Market Correction

What We Can Already Learn from the Coronavirus Market Correction

A MESSAGE FROM OUR PRESIDENT BRIAN TILLOTSON “Discipline is the bridge between goals and accomplishments” as quoted by Jim Rohn. . . .
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Federal Debt Concerns:  Fact or Fiction?

Federal Debt Concerns: Fact or Fiction?

The most common concern I hear from people is regarding the federal debt and its impact on the economy, and . . .
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Wear Sunscreen & When to Worry About the Market

Wear Sunscreen & When to Worry About the Market

In 1999, Baz Lurhmann released the song “Everyone is Free (To Wear Sunscreen),” a song I still play for my . . .
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Why The Secure Act is Important for All Age Groups!

Why The Secure Act is Important for All Age Groups!

If you think this is just for retirees, please don’t stop reading! Recently the Secure Act, officially known as the . . .
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Myth Busters:  The Baby Boomer Generation

Myth Busters: The Baby Boomer Generation

My last Myth Buster article discussed the myths of the millennial generation.  Today I would like to discuss the myths . . .
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Myth Busters:  Millennials and Finances

Myth Busters: Millennials and Finances

To continue my series on myths in wealth management, I wanted to focus on the millennial generation (those born between1980 . . .
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Myth Busters: Income Taxes

Myth Busters: Income Taxes

The next topic in our series of myths in wealth management is regarding income taxes.  Who doesn’t want to pay . . .
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