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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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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 to Consider Before Retiring

What to Consider Before Retiring

Retirement planning is a big aspect of financial planning. However, the job of a financial advisor extends beyond assessing and . . .
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Giving is Good For You… Really!

Giving is Good For You… Really!

Giving is powerful! When you give to others, research shows you are more likely to reduce your stress levels, improve . . .
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What is a Financial Planner Worth?

What is a Financial Planner Worth?

Quantifying the value of a financial planner may seem difficult to many consumers. That value will vary depending on what . . .
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There’s LIFE in LIFE INSURANCE

There’s LIFE in LIFE INSURANCE

Many clients ask me, “So I buy life insurance, I take money out of my pocket and buy this policy . . .
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An Election Year…What Should I Do?

An Election Year…What Should I Do?

In my years of experience in the financial world, I would always get this question, and my response has always . . .
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The Client or Customer is NOT Always Right

The Client or Customer is NOT Always Right

Sales people (even most all people in business) are trained to accept the idea that the client is always right. . . .
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FINANCIAL LIFE is Like a GOLF GAME

FINANCIAL LIFE is Like a GOLF GAME

You may not like the game of golf or you might be addicted to it, but in any case, I’m . . .
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Credentials & Professional Designations

Credentials & Professional Designations

If you search “professional designations” on Google, you will find 42 pages of designations for 25 professions in the United . . .
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Advice on Life Insurance is Lacking

Advice on Life Insurance is Lacking

Litigators, regulators, the media and technology are all paving the way for life insurance advice. Clients need advice about these . . .
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Who has the Crystal Ball?

Who has the Crystal Ball?

What are the markets going to do? How will the tax laws change? When are interest rates going up? All . . .
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