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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

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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Medicare: What Are The Penalties For Missing Enrollment?

Medicare: What Are The Penalties For Missing Enrollment?

There are consequences of missing or delaying enrollment for Medicare. Currently, Medicare has three enrollment periods, The Initial Enrollment Period . . .
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I Don’t Want All My Money In One Place

I Don’t Want All My Money In One Place

This is certainly, a reasonable comment. We are all told to diversify and not put all our “eggs in one . . .
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Financial Noise and Confusion

Financial Noise and Confusion

We often see ads on TV or read articles in various papers and magazines. Perhaps like you, when you see . . .
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Why Annuities May Be Worth the Cost

Why Annuities May Be Worth the Cost

Annuities are often perceived to be expensive in relation to other retirement savings and investment products. However, when the benefits . . .
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There is Much More to Financial Planning Part 2

There is Much More to Financial Planning Part 2

There is Much More to Financial Planning Than Investing Part Two As we mentioned in the previous article in this . . .
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There Is Much More to Financial Planning Part 1

There Is Much More to Financial Planning Part 1

There is Much More to Financial Planning Than Investing A key to the coordination and integration of a financial plan . . .
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Questions to Ask About Your Insurance Policy: Is Your Policy Working Efficiently?

Questions to Ask About Your Insurance Policy: Is Your Policy Working Efficiently?

Whether you are new to life insurance or had a policy for many years, finding the right coverage from a . . .
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How Can Doctors Overcome These Common Issues?

How Can Doctors Overcome These Common Issues?

Surgeons, radiologists and physicians have been a significant part of my clientele over the years.  The primary issues for these . . .
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