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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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All    |    Virtus Wealth Management     |    Brian Tillotson    |    Charles R. Elhoff, Jr    |    Karen Spence

Financial Planning Advice for Managing an Inheritance Brought on By the Pandemic

Financial Planning Advice for Managing an Inheritance Brought on By the Pandemic

The ongoing COVID-19 pandemic has impacted almost everyone to some degree. For some individuals, the loss of loved ones may . . .
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How To Choose The Right Financial Advisor in 2022

How To Choose The Right Financial Advisor in 2022

These days it’s easy to do a quick internet search for current mortgage rates or CD rates. Your credit score, . . .
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Finding a Financial Advisor Near Me

Finding a Financial Advisor Near Me

On the surface, money is a simple thing. You earn it. You spend it. Sometimes you save some to spend . . .
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Retirement Tips from a Financial Planner

Retirement Tips from a Financial Planner

When people think about retirement, they usually have a specific goal or image in mind of what they want their . . .
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Financial Planning Tips Advisors Want You To Know

Financial Planning Tips Advisors Want You To Know

It’s not uncommon to feel somewhat helpless in trying financial times such as these. Many people worry about how the . . .
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10 Reasons You Should Work with A Financial Advisor

10 Reasons You Should Work with A Financial Advisor

Financial success requires a plan. While most people can manage their finances just fine on their own, not having the . . .
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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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How to Find a Financial Advisor Near Me

How to Find a Financial Advisor Near Me

All Americans can benefit from a financial advisor in some capacity or another. In fact, not understanding the ins and . . .
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Financial Planning Tips Everyone Should Know

Financial Planning Tips Everyone Should Know

The best time to start planning for your financial future is when you’re just starting out. But the second-best time . . .
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The Biggest Mistakes People Make When Choosing a Financial Advisor

The Biggest Mistakes People Make When Choosing a Financial Advisor

Everyone could benefit from the expertise of a well-educated and experienced financial advisor. However, not all financial advisors are created . . .
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