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

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 . . .
Read More
ABLE Accounts

ABLE Accounts

Although Uncle Sam loves to collect his share of taxes on everything from income to gains on your investments, the . . .
Read More
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 . . .
Read More
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, . . .
Read More
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 . . .
Read More
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 . . .
Read More
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 . . .
Read More
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 . . .
Read More
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 . . .
Read More
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 . . .
Read More
1 2 3 5