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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.

Wealth Management

Investment Management

Retirement Planning

Goal-Based Planning

Tax Planning

Risk Management

Estate Planning

Gifting

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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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What A Financial Advisor Can Do For You

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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

Are Benchmarks Really Benchmarks?

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

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...

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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

Life Insurance At Every Stage Of Life

Charles R. Elhoff, Jr

February 7, 2023

Life Insurance is an important part of financial planning and not something to be overlooked. Take a look at the . . .

Money Is Not Math & Math Is Not Money

Charles R. Elhoff, Jr

January 2, 2023

Yes, money has numbers on it but, money is not math. Math is an accurate science while money is a . . .

Four Tax Strategies To Have In Place Before Retiring

Charles R. Elhoff, Jr

November 12, 2022

To somewhat alleviate and help one overcome the “surprises” in retirement, let me suggest 4 tax strategies to have in . . .

Your Financial Review – Three Areas To Be Addressed

Charles R. Elhoff, Jr

November 1, 2022

A financial review should not be just about the performance of one’s portfolio. I know, that is all we really . . .

Human Understanding

Charles R. Elhoff, Jr

October 26, 2022

As financial advisors and wealth managers, one might expect a preoccupation with money. But financial planning is a people business, . . .

Reasons Not To Own Life Insurance

Charles R. Elhoff, Jr

August 24, 2022

I Have Other Financial Priorities This is understandable, but, where do those priorities rank when there is a loss of . . .

Disclosures Disclosures Disclosures! Who Broke The Code?

Charles R. Elhoff, Jr

April 25, 2022

We individuals, including me, are inundated with disclosures from various financial institutions, including from my own firm. The disclosures are . . .