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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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All    |    Virtus Wealth Management     |    Brian Tillotson    |    Charles R. Elhoff, Jr    |    Karen Spence

Four Tax Strategies To Have In Place Before Retiring

Four Tax Strategies To Have In Place Before Retiring

To somewhat alleviate and help one overcome the “surprises” in retirement, let me suggest 4 tax strategies to have in . . .
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Your Financial Review – Three Areas To Be Addressed

Your Financial Review – Three Areas To Be Addressed

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

Human Understanding

As financial advisors and wealth managers, one might expect a preoccupation with money. But financial planning is a people business, . . .
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Reasons Not To Own Life Insurance

Reasons Not To Own Life Insurance

I Have Other Financial Priorities This is understandable, but, where do those priorities rank when there is a loss of . . .
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Disclosures Disclosures Disclosures! Who Broke The Code?

Disclosures Disclosures Disclosures! Who Broke The Code?

We individuals, including me, are inundated with disclosures from various financial institutions, including from my own firm. The disclosures are . . .
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SALARIES, COMMISSIONS, FEES…WHY?

SALARIES, COMMISSIONS, FEES…WHY?

So much is written and advertised about compensation in all industries. At the bottom of all these discussions is the . . .
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WHAT NOW? 3 Occasions When Your Income Stops

WHAT NOW? 3 Occasions When Your Income Stops

We all go about our merry ways, but I suggest we need to be cognizant that our income can stop, . . .
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Estate Plan for Me/Us? What Estate?

Estate Plan for Me/Us? What Estate?

The first time I heard the term “estate plan”, I was married with a baby and living in a rental . . .
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Evaluating Institutional Money Managers

Evaluating Institutional Money Managers

I am an engineer by education, with that I have certain quirks about how I evaluate various financial entities we . . .
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A Potentially Big Financial Mistake

A Potentially Big Financial Mistake

Failing to plan for long-term care, i.e., what type one might need, how long one may need it, and how . . .
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