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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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ABLE Accounts

ABLE Accounts

Although Uncle Sam loves to collect his share of taxes on everything from income to gains on your...

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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

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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7 Tips to Find a Great Financial Advisor

7 Tips to Find a Great Financial Advisor

When you’re looking for a great financial advisor, you want to choose someone who can give you sound advice when . . .
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How Often Should You Meet with Your Financial Advisor?

How Often Should You Meet with Your Financial Advisor?

When people have a financial advisor to help them manage their money and help with financial planning, many wonder how . . .
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Urgent Tax Updates – Advance Child Tax Credit Payments

Urgent Tax Updates – Advance Child Tax Credit Payments

In March of this year, the American Rescue Plan expanded the Child Tax Credit for 2021. For each child under . . .
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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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Our Top 5 Reasons to Open a Roth IRA

Our Top 5 Reasons to Open a Roth IRA

In this ever-changing world, finding a flexible investment retirement option can be challenging. But there is one retirement plan beloved . . .
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Our Top 5 Reasons To Open a SEP IRA (Simplified Employee Pension)

Our Top 5 Reasons To Open a SEP IRA (Simplified Employee Pension)

Do you know what I’m tired of hearing? I’m tired of hearing about how hard it is for small business . . .
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Setting up Company Sponsored 401(k) plan

Setting up Company Sponsored 401(k) plan

The Complete and Simple Guide Job seekers evaluate the benefits and disadvantages of different job opportunities in what has become . . .
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Prevent Disaster With An Estate Planning Checklist

Prevent Disaster With An Estate Planning Checklist

Did you know that if you do your estate planning incorrectly your estate could be destroyed from taxes inflicted on . . .
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