Discover Our Services

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.

Connect With Us

Today’s economic conditions and uncertain financial markets require the savvy investor to go beyond traditional boundaries.

Resources

Our mission is to provide innovative, sophisticated and highly customized wealth management solutions and financial advice that address all facets of your finances.

Connect With Us

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.

Connect With Us

Wealth management is more than just investment advice – it includes all aspects of a client’s financial life.

Latest Post

Get in touch

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.

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

Medicare: What Are The Penalties For Missing Enrollment?

Medicare: What Are The Penalties For Missing Enrollment?

There are consequences of missing or delaying enrollment for Medicare. Currently, Medicare has three enrollment periods, The Initial Enrollment Period . . .
Read More
I Don’t Want All My Money In One Place

I Don’t Want All My Money In One Place

This is certainly, a reasonable comment. We are all told to diversify and not put all our “eggs in one . . .
Read More
A Guide To Our Regulating Parties

A Guide To Our Regulating Parties

Chuck and I set out early in our careers as advisors to put the client first.  We didn’t want to . . .
Read More
Financial Noise and Confusion

Financial Noise and Confusion

We often see ads on TV or read articles in various papers and magazines. Perhaps like you, when you see . . .
Read More
Inflation: Transitory Or Here To Stay

Inflation: Transitory Or Here To Stay

“Inflation is when you pay $15 for the $10 haircut you used to get for $5 when you had hair.” . . .
Read More
Temperature Check!

Temperature Check!

Well, we made it through 2020 and now through the first quarter of 2021!  Yippee!!!  We are well on our . . .
Read More
Why Annuities May Be Worth the Cost

Why Annuities May Be Worth the Cost

Annuities are often perceived to be expensive in relation to other retirement savings and investment products. However, when the benefits . . .
Read More
Watch Out for Bonds! Part 2

Watch Out for Bonds! Part 2

I wrote a recent article proclaiming my love for Warren Buffet and his practical retirement advice, and in that article, . . .
Read More
Watch Out for Bonds! Part 1

Watch Out for Bonds! Part 1

So, let’s get this out there … I love Warren Buffet.  He’s just so inspirational, down to earth, folksy, and . . .
Read More
Are Living Trusts Worth The Money?

Are Living Trusts Worth The Money?

Written by Brian Tillotson and Karen Spence The most common estate planning question we get at Virtus Wealth Management is . . .
Read More
1 6 7 8 9 10 25

advanced-floating-content-close-btn