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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.


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.


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

Has the Market Peaked?

If you recall in our 2015 Outlook, published on January 31, Virtus Wealth Management expects 2015 to be the peak . . .
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Important Tax Information

I am afraid many Americans will be a bit shocked when they complete their 2013 taxes and clearly understand the . . .
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Where to Invest in Rising Interest Rate Environments

This is the third part in a three part series on the impact of rising interest rates on our fixed . . .
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The Dangers of Huge Returns

I know it sounds counter-intuitive to state there are actually dangers to great returns. However, there are, and it happens . . .
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Market Corrections are the Norm

A year like 2013 can spoil any investor, high returns with low volatility.  The largest “correction” in 2013 represented an . . .
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What Is In-Store for 2014?

Now that 2014 is in full swing, we here at Virtus Wealth Management would like to wish you a happy . . .
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Strategies for Bonds in a Rising Interest Rate Environment

This is the second in a three part series on the impacts of rising interest rates on fixed income investments.  . . .
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Interest Rates Rising, Bond Prices Falling… What Now?

Over the past several months, we have witnessed a 42% increase in the 10 year U.S. Treasury Note.  From the . . .
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Safe Withdrawal Rate

Is the 4% distribution rule outdated? There are many “rules” in the investment arena but none receiving more media critics . . .
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Federal Reserve Chairman

The stock market is a forward thinking entity. Stocks can and do move based on daily news but the longer-term . . .
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