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.

Connect With Us

There is no predetermined benchmark or criteria that you must reach to let you know it’s time to partner with a financial advisor.

Tax Planning

Virtus Wealth Management believes that effective tax planning is one of the most neglected components of a successful financial review. We recognize the powerful impact of saving tax dollars and reinvesting them into wealth building assets.

Photo of Prestyn Tillotson in Southlake, Texas offices of Virtus Wealth financial advisorsWe work with clients to identify methods to lower their tax liability, which is especially beneficial to clients with large capital gains, severance packages, withdrawals from their IRA or are in a high tax bracket. By planning correctly in advance, we can aim to minimize your potential tax liability, while working to maximize your retirement and financial planning from a tax planning perspective.


Virtus Wealth Management and LPL Financial do not provide tax advice or services.

Let’s Connect

Contact Us