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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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How To Choose The Right Financial Advisor in 2022

These days it’s easy to do a quick internet search for current mortgage rates or CD rates. Your...

Finding a Financial Advisor Near Me

On the surface, money is a simple thing. You earn it. You spend it. Sometimes you save some 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

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

How to Balance Your Savings

Virtus Wealth Management

January 25, 2019

There is a common misconception in personal finance that one can just max out their 401K and be ready for . . .

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, . . .

Virtus Wealth Management

October 31, 2018

When a retiree reaches age 70 ½ the IRS requires them to withdraw a percentage of their qualified (401K/IRA) retirement . . .

Karen Spence

September 16, 2018

Relying on averages can be dangerous. Brian's dad had a saying, "You can drown in a river that averages 3 . . .

Karen Spence

September 6, 2018

You are never too young to start saving for your future. The time value of money cannot be under-estimated. Einstein . . .

Karen Spence

August 17, 2018

When you retire, it’s nice to have income options, and focusing on building those income options is a sound part . . .

Karen Spence

July 26, 2018

In the last Virtus View (Importance of Guaranteed Income), I said, “It is critical not to under-estimate your life expectancy . . .

Karen Spence

June 29, 2018

When you retire, it’s nice not to worry about having enough money coming in every month to pay the bills . . .

Karen Spence

June 15, 2018

As with all things in life, some things are in our control in retirement planning and some things are not. . . .

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