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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

50th Anniversary, Financial Planning Profession

50th Anniversary, Financial Planning Profession

Unlike most professions, the Financial Planning Profession can identify a precise founding in December 1969 when a group of financial . . .
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Myth Busters: Insurance

Myth Busters: Insurance

Insurance… We buy it and hope we never need it. When we need it, it’s never enough, yet when we . . .
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Estate Planning – Say What?

Estate Planning – Say What?

When we were first married an insurance agent came to the house to set up our auto and home insurance . . .
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It May Not Be What We Think

It May Not Be What We Think

I must confess I get very frustrated with articles, promotions and advertising. Yes I am too anal and “black and . . .
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Health Savings Accounts Now & In Retirement… Are You Taking Advantage?

Health Savings Accounts Now & In Retirement… Are You Taking Advantage?

Rising health care costs have never been greater. In 2017, estimated health care expenses for retirees had risen to over . . .
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Five Common Issues Business Owners Can Overcome!

Five Common Issues Business Owners Can Overcome!

Business Owners, We Can Help! Not only have business owners been a large part of my clientele throughout my career . . .
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Let Us Help You With Your Retirement Planning

Is retirement just around the corner or is it still years away? I have learned a lot over my career . . .
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Life and Disability Insurance – Really?

For over 35 years I have been licensed as an agent for Life and Health Insurance as well as a . . .
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A Choice – Paying for Long Term Care Insurance

A Choice – Paying for Long Term Care Insurance

Purchasing Long Term Care Insurance is a choice, plain and simple. I have found this to be somewhat gender sensitive, . . .
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Annuities Are Like Puppy Dogs

A friend of mine was once asked if he sold annuities, to which he answered yes. The person asking was . . .
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