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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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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

Our Best Tips for Saving Money When You are Older

Our Best Tips for Saving Money When You are Older

According to Northwestern Mutual, 21% of Americans have no savings for retirement. The Government Accountability Office (GAO) states around 29% . . .
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Understanding IRA’s for Robust Retirement Planning

Understanding IRA’s for Robust Retirement Planning

Individual retirement accounts, also called IRA’s, are a great retirement planning tool when you understand how they work. IRA’s are . . .
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What Should You do if You Inherit Money?

What Should You do if You Inherit Money?

Saying goodbye to a loved one is a very trying time, but one we all must endure at one time . . .
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Understanding Financial Risk Management: Are You at Risk?

Understanding Financial Risk Management: Are You at Risk?

We live in an unpredictable world. On a day to day, you never know when tragedy or disaster can strike, . . .
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It’s Time to Understand the Roth 401k Rollover 5-Year rule

It’s Time to Understand the Roth 401k Rollover 5-Year rule

Have you decided to save for retirement? Or maybe your employer started a retirement account for you with an employer . . .
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Invest in Your Momentum with Virtus Wealth Management

Invest in Your Momentum with Virtus Wealth Management

Invest in Your Momentum with Virtus Wealth Management Morning Momentum with Coffey Morning Momentum with Betti Coffey Invest In Your . . .
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COVID-19 Where Do We Go From Here? (webinar)

COVID-19 Where Do We Go From Here? (webinar)

COVID-19 Where Do We Go From Here? Hosted by: Brian Tillotson & Chuck Elhoff Where does the market go from . . .
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COVID-19 Recessions and Risk (webinar)

COVID-19 Recessions and Risk (webinar)

COVID-19 Where We Stand: Recessions and Risk Five Recessions Since 1970, What's Different in 2020? Risk, Which One? Risk Tolerance . . .
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Important Required Minimum Distribution (RMD) Update

Important Required Minimum Distribution (RMD) Update

Required Minimum Distributions (RMDs) are mandated by the IRS for IRA and 401(K) owners (among other defined contribution plans) to . . .
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Federal Tax Update

Federal Tax Update

The federal income tax filing and federal income tax payment due date is automatically extended from April 15, 2020, to . . .
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