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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

10 Reasons to Partner with Virtus Wealth Management

10 Reasons to Partner with Virtus Wealth Management

1.     We are purposeful. We have a clear mission to serve our clients and help them pursue their goals. We . . .
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The Power of Social Security Planning

The Power of Social Security Planning

If you understand it, Social Security can be a powerful part of your retirement plan.  At Virtus Wealth Management, we . . .
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SECURE Act 2.0 – What is it and how does it affect you!?!?

SECURE Act 2.0 – What is it and how does it affect you!?!?

The Setting Every Community Up for Retirement Enhancement (SECURE) Act is Washington policy makers direct response to the lack of . . .
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Retirement Income – Why The Bucket Strategy Is Important

Retirement Income – Why The Bucket Strategy Is Important

Here at Virtus Wealth Management, we often talk to our clients about building multiple buckets in their portfolio to facilitate . . .
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Volatile Markets – What kind of investor are you?

Volatile Markets – What kind of investor are you?

Well, we all agree that 2023 is not off to good start.  Inflation rages on, interest rates continue to rise, . . .
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Goal-Based Financial Planning

Goal-Based Financial Planning

Tell us your goals, and we’ll tell you your number.  When do you want to retire?  How much do you . . .
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Retirement Insights – How a financial advisor can help you prepare confidently for retirement.

Retirement Insights – How a financial advisor can help you prepare confidently for retirement.

I ran across the chart below while reading an article about retirement plans. It quickly summarizes feedback from plan participants . . .
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College Planning – Let’s Do This (Part 2)

College Planning – Let’s Do This (Part 2)

It’s me again. Your friendly financial advisor and parent of 2 kids in college. I feel your pain and/or your . . .
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College Planning – Let’s do this! (Part 1)

College Planning – Let’s do this! (Part 1)

With a recent college graduate and 2 more kids in college, I can understand why College Planning is intimidating, overwhelming, . . .
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The Pandemic Effect – Retirement

The Pandemic Effect – Retirement

Five tips to help you rework your plans in a post-COVID world. Here we are in the post-COVID world.  Well, . . .
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