Discover Our Services

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.

Connect With Us

Today’s economic conditions and uncertain financial markets require the savvy investor to go beyond traditional boundaries.

Resources

Our mission is to provide innovative, sophisticated and highly customized wealth management solutions and financial advice that address all facets of your finances.

Connect With Us

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.

Connect With Us

Wealth management is more than just investment advice – it includes all aspects of a client’s financial life.

Latest Post

Get in touch

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.

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

Understanding Financial Risk Management: Are You at Risk?

Understanding Financial Risk Management: Are You at Risk?

We live in an unpredictable world. On a day to day, you never know when tragedy or disaster can strike, . . .
Read More
It’s Time to Understand the Roth 401k Rollover 5-Year rule

It’s Time to Understand the Roth 401k Rollover 5-Year rule

Have you decided to save for retirement? Or maybe your employer started a retirement account for you with an employer . . .
Read More
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 . . .
Read More
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 . . .
Read More
What Is The S&P 500 Index and Why Is Everyone Talking About It?

What Is The S&P 500 Index and Why Is Everyone Talking About It?

“I found that if you have a goal, you might not reach it. But if you don't have one, then . . .
Read More
What is a Financial Planner Worth?

What is a Financial Planner Worth?

Quantifying the value of a financial planner may seem difficult to many consumers. That value will vary depending on what . . .
Read More
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 . . .
Read More
There’s LIFE in LIFE INSURANCE

There’s LIFE in LIFE INSURANCE

Many clients ask me, “So I buy life insurance, I take money out of my pocket and buy this policy . . .
Read More
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 . . .
Read More
Presidential Election: Myth versus Fact

Presidential Election: Myth versus Fact

White Noise definition per Webster Dictionary: a: a constant background noise, especially: one that drowns out other sounds. b: meaningless or distracting . . .
Read More
1 9 10 11 12 13 25

advanced-floating-content-close-btn