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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

Corporate Benefits

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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

How To Choose A Financial Advisor

Life Stages Quiz

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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

The 10 Biggest Wealth Management Mistakes

I would prefer to write an article on the 10 biggest things people get right with their wealth but...

What Is In Store For The 2025 Stock Market?

As we end 2024 with another good year and start talking expectations for 2025, it is important to...

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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

Life Stages Quiz

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

Estate Planning – Say What?

Charles R. Elhoff, Jr

August 7, 2019

When we were first married an insurance agent came to the house to set up our auto and home insurance . . .

It May Not Be What We Think

Charles R. Elhoff, Jr

June 28, 2019

I must confess I get very frustrated with articles, promotions and advertising. Yes I am too anal and “black and . . .

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

Charles R. Elhoff, Jr

June 12, 2019

Rising health care costs have never been greater. In 2017, estimated health care expenses for retirees had risen to over . . .

Five Common Issues Business Owners Can Overcome!

Charles R. Elhoff, Jr

May 7, 2019

Business Owners, We Can Help! Not only have business owners been a large part of my clientele throughout my career . . .

Charles R. Elhoff, Jr

March 4, 2019

Is retirement just around the corner or is it still years away? I have learned a lot over my career . . .

Charles R. Elhoff, Jr

November 13, 2018

For over 35 years I have been licensed as an agent for Life and Health Insurance as well as a . . .

A Choice – Paying for Long Term Care Insurance

Charles R. Elhoff, Jr

November 6, 2018

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

Charles R. Elhoff, Jr

May 31, 2018

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

Charles R. Elhoff, Jr

April 30, 2018

It is not a new drug for your health, but it may be beneficial to your financial health. Qualified Charitable . . .

Charles R. Elhoff, Jr

February 28, 2018

Nobody needs life insurance, that’s right, nobody needs life insurance. You are not alone if you’ve ever thought it seemed . . .

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