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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.

Latest Post

Artificial Intelligence and Investing

AI (artificial intelligence) is poised to have a significant impact across various industries,...

Are Benchmarks Really Benchmarks?

“Numbers never lie, after all; they simply tell different stories depending on the math of the...

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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.

Retirees

Pre-Retirees

Established Adults

Young Adults

All Life Stages

Business Owners

Executives

Women

Sudden Wealth

Inheritance

Sale of a Business

Divorce

Sudden Wealth Syndrome

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

Myth Busters: Estate Planning

Brian Tillotson

October 24, 2019

We recently introduced a new series on myths in all aspects of wealth management. The first of the series was . . .

The 6 Biggest Mistakes You May Be Making With Your Wealth

Brian Tillotson

October 1, 2019

We all make mistakes. There is no shame in making a mistake. However, in regards to your wealth it could . . .

Recession or Fake News?

Brian Tillotson

August 30, 2019

The media is throwing out the recession word again. At first I thought ‘I wonder how much more viewers those . . .

Ethical Wills – The Gift That Keeps Giving

Brian Tillotson

July 16, 2019

My dad passed away on July 27, 2003. It seems like just yesterday in some regards but so long ago . . .

Five Things I Wish I Knew Before I Started My Own Business

Brian Tillotson

May 10, 2019

In honor of Small Business Week, I have been asked to write down some thoughts on my journey as a . . .

Myth Busters: Five Myths of Investing

Brian Tillotson

March 18, 2019

I'm introducing a new series today called Wealth Management Myths. The first of the series will be regarding investments. Here . . .

Brian Tillotson

March 27, 2018

When I watch the news, I see plenty of coverage about how the 2017 Tax Cuts and Jobs Act will . . .

Volatility Can Be Your Friend

Brian Tillotson

March 14, 2018

We often receive calls during times like early February 2018 when the market drops significantly. In many cases, it is due . . .

Brian Tillotson

January 31, 2018

There have been many big headlines coming out of Washington these days, but one that should not be overlooked is . . .

Brian Tillotson

January 17, 2018

Going into 2018 and in the midst of an 8 year bull market, content can set in. While being content . . .

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