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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

Medicare Help

The holidays are upon us now and, coincidentally, so is the annual Medicare Open Enrollment period!  As most of you . . .
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Halloween Fun

At Virtus Wealth Management, we like to celebrate the holidays! Fall is in full force, and Halloween is here. To . . .
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Required Minimum Distributions (RMDs) What Are They?

Have you taken your Required Minimum Distribution (RMD) yet? For investors over the age 70 ½ with an IRA, SEP . . .
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Understanding Your Risk Tolerance

Understanding your risk tolerance is complex, and the standard questionnaire provided by many financial planners may not capture an accurate . . .
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The Power of Affiliation

The Power of Affiliation

As our clients know, Virtus Wealth Management is an independent wealth management firm which allows us to choose the investments . . .
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Medicare Premiums and Copayments

More than one-half of working Americans know little or nothing about Medicare costs.1 Not knowing can be expensive. On average, . . .
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The Cost of Healthcare in Retirement

Retirement is a wonderful time! Many use their retirement years to spend more time with loved ones, travel the world, . . .
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Is the Stock Market Overvalued?

When meeting with investors recently, we often hear “with the stock market at, or near, all-time highs, is this a . . .
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Some Facts About Fathers

Last year, Pew Research Center spent some time collecting data about dads. They found some interesting facts: In 2012, there . . .
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Congratulations! Josh Hubman, CERTIFIED FINANCIAL PLANNER™

We are proud to announce that Virtus Wealth Management’s own, Josh Hubman, Wealth Management Assistant, has completed all requirements and . . .
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