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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

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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Money Is Not Math & Math Is Not Money

Money Is Not Math & Math Is Not Money

Yes, money has numbers on it but, money is not math. Math is an accurate science while money is a . . .
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10 Mistakes You May Be Making

10 Mistakes You May Be Making

Now that the markets and economy has stabilized and estate sizes may have changed, as well as the fact that . . .
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Financial Planning During Covid – What You Need to Know

Financial Planning During Covid – What You Need to Know

By now, many Americans have felt the economic fallout from COVID-19 in one way or another. The pandemic has left . . .
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Retirement Insights – How a financial advisor can help you prepare confidently for retirement.

Retirement Insights – How a financial advisor can help you prepare confidently for retirement.

I ran across the chart below while reading an article about retirement plans. It quickly summarizes feedback from plan participants . . .
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Four Tax Strategies To Have In Place Before Retiring

Four Tax Strategies To Have In Place Before Retiring

To somewhat alleviate and help one overcome the “surprises” in retirement, let me suggest 4 tax strategies to have in . . .
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Three Ways To Charge As An Advisor Don’t Fall for Marketing Gimmicks from Financial Advisors

Three Ways To Charge As An Advisor Don’t Fall for Marketing Gimmicks from Financial Advisors

Our industry is full of marketing gimmicks and misleading representations by wealth management firms. One way they do this is . . .
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Your Financial Review – Three Areas To Be Addressed

Your Financial Review – Three Areas To Be Addressed

A financial review should not be just about the performance of one’s portfolio. I know, that is all we really . . .
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College Planning – Let’s Do This (Part 2)

College Planning – Let’s Do This (Part 2)

It’s me again. Your friendly financial advisor and parent of 2 kids in college. I feel your pain and/or your . . .
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Human Understanding

Human Understanding

As financial advisors and wealth managers, one might expect a preoccupation with money. But financial planning is a people business, . . .
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