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.

Wealth Management

Investment Management

Retirement Planning

Goal-Based Planning

Tax Planning

Risk Management

Estate Planning

Gifting

Corporate Benefits

Cryptocurrency

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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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Resources

Our mission is to provide innovative, sophisticated and highly customized wealth management solutions and financial advice that address all facets of your finances.

Account Access

Videos

Guides

Rate Your Risk

Complimentary Consultation

What A Financial Advisor Can Do For You

How To Choose A Financial Advisor

Life Stages Quiz

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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.

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Virtus Wealth Management

Virtus Wealth Management is the product of a 2016 merger between two well-established Texas wealth management firms.

Our Fiduciary Oath

Our Team

Our Credentials

Our History

Our Process

Our Fees

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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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Latest Post

CUSTOMER SERVICE…REALLY?

CUSTOMER SERVICE…REALLY?

I have always taken pride in providing customer service.  I have been told I am anal and a bit of...

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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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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.

Retirees

Pre-Retirees

Established Adults

Young Adults

All Life Stages

Life Stages Quiz

Business Owners

Executives

Women

Sudden Wealth

Inheritance

Sale of a Business

Divorce

Sudden Wealth Syndrome

Amy Tillotson

Photo of Amy Tillotson, Chief Operations Officer, Virtus Wealth Management

Amy Tillotson

Chief Operating Officer

Amy Tillotson co-founded Virtus Wealth Management with her husband, Brian in 2001. She currently serves as the company’s Chief Operating Officer overseeing marketing and special events along with the office management and compliance.

Amy began her career in 1985 in real estate. Her career included positions with BGI Commercial Real Estate, The Vantage Companies, Bradford Real Estate and Swearingen Real Estate in roles ranging from property management to supporting commercial agents.

Amy has been happily married to Brian since 1988 and they have three children Prestyn, Dylan, and Laney. Amy enjoys spending free time with her Akita, Mully, and gardening.

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