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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

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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Tax Planning – It Makes a Difference!

Tax Planning – It Makes a Difference!

Does your CPA do more than your taxes? Tax planning is imperative. Doing your taxes after the fact doesn’t do . . .
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Dealing With Market Volatility

Dealing With Market Volatility

There’s no question about it: markets have been volatile lately, and with ongoing inflation, rising interest rates, and geopolitical uncertainties, . . .
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COVID and College Planning – Are you prepared?

COVID and College Planning – Are you prepared?

Well, here we are in 2022 and, sadly, COVID-19 rages on. So, what’s happening out there with college planning as . . .
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Empty Nester Guide – Financial Tips (Part 2)

Empty Nester Guide – Financial Tips (Part 2)

Welcome to Part 2 of our Empty Nester Guide – Financial Tips.  From my experience, these Financial Tips take longer . . .
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SECURE Act – Legacy Planning

SECURE Act – Legacy Planning

Did you know that one of the changes in the SECURE Act should be considered in your legacy planning???  Well . . .
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Empty Nester Guide – It’s happening … Now what???

Empty Nester Guide – It’s happening … Now what???

Well, you made it!  You are an empty nester.  Is it time to celebrate or cry or a little bit . . .
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What Happens When A Loved One Passes Away?

What Happens When A Loved One Passes Away?

Having a financial advisor can help you prepare for and persevere through the passing of your loved one. Sadly, we . . .
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Temperature Check!

Temperature Check!

Well, we made it through 2020 and now through the first quarter of 2021!  Yippee!!!  We are well on our . . .
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