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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

The Debt Ceiling – Crisis or Fearmongering?

The Debt Ceiling – Crisis or Fearmongering?

Déjà vu all over again.  We have been here before, specifically in 2011.  I am referencing a debt ceiling crisis, . . .
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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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Concerned About The Banking Failures?

Concerned About The Banking Failures?

The markets were hit with a major surprise this past weekend when Silicon Valley Bank (SVB) collapsed.  This was quickly . . .
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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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Tax Season: Important Dates, Deadlines & Figures

Tax Season: Important Dates, Deadlines & Figures

It’s hard to believe that tax season is here already.  In an effort to help our clients be prepared, we . . .
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Life Insurance At Every Stage Of Life

Life Insurance At Every Stage Of Life

Life Insurance is an important part of financial planning and not something to be overlooked.  Take a look at the . . .
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Urgent News Regarding Your Pension

Urgent News Regarding Your Pension

Many Americans are learning a very tough lesson in regards to how pensions work due to the inflation pressures we . . .
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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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