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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

Watch Out for Bonds! Part 2

Watch Out for Bonds! Part 2

I wrote a recent article proclaiming my love for Warren Buffet and his practical retirement advice, and in that article, . . .
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Watch Out for Bonds! Part 1

Watch Out for Bonds! Part 1

So, let’s get this out there … I love Warren Buffet.  He’s just so inspirational, down to earth, folksy, and . . .
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Diversification

Diversification

I’ll admit that I have a love, hate relationship with diversification.  As a financial advisor, I think diversification is the . . .
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International Women’s Day – Unstoppable

International Women’s Day – Unstoppable

In honor of International Women’s Day, I would like to highlight a couple of women that stand out to me . . .
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What I’ve learned about Assisted Living … from Experience!!!

What I’ve learned about Assisted Living … from Experience!!!

Last year my parents decided to move from their home in Plano of 40 years to an Assisted Living Facility . . .
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December – Focus on Relationships

December – Focus on Relationships

We are approaching the end of 2020 (Yay!) and it’s time to prepare for 2021 by using the month of . . .
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November – Making a Difference

November – Making a Difference

As many of you know, I grew up as an age-group swimmer and continued to swim in college at the . . .
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PMA … All the Way!  PMA … All the Way!

PMA … All the Way! PMA … All the Way!

This is a cheer that I’ll always remember from my swimming days.  PMA stands for Positive Mental Attitude, and we . . .
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October is for Optimism

October is for Optimism

Well, 2020 has been a struggle to say the least.  I’m sad to say that I lost my dad in . . .
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Stand-Up to COVID-19

Stand-Up to COVID-19

How did your portfolio stand-up to COVID-19 in March?  Were you down 30% with the market?  Were you comfortable with . . .
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