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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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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.

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.

Brian Tillotson, CPWA®

Brian Tillotson, CPWA®, Certified Private Wealth Advisor℠, Virtus Wealth Management

Brian Tillotson

Certified Private Wealth Advisor℠

 

Brian Tillotson is an investment professional and financial advisor with more than 30 years experience in financial management. After graduating from The University of North Texas with a B.B.A. in Finance, he went to work for MBank, which was soon acquired by Bank One. Before leaving Bank One, Brian was the Asset and Liability Manager for Texas. Brian left Bank One to help raise equity for several telecommunication companies. In those roles, he had many responsibilities including mergers and acquisitions, securing bank debt, raising equity through secondary IPOs, and managing investments. Brian managed over $300 million investments during this period. He also served on two different 401(k) committees; responsibilities included consulting firms regarding investment selection, structuring, and risk management.

Brian along with his wife Amy started Virtus Wealth Management in 2001 to help people work towards their financial goals. Since 2001, Brian and Virtus Wealth Management have served their clients with innovative and sound practical financial strategies with a priority placed on client services. In 2016 Brian and Charles Elhoff merged firms in order to add more experience and expertise in different aspects of wealth management. Brian has been married to his wife Amy since 1988 and they have three children: Prestyn, Dylan, and Laney.

Brian Tillotson earned the CPWA®Certified Private Wealth Advisor℠ designation in 2011 for his service as a financial advisor. Brian also holds the Series 7 and 63 registrations with LPL Financial, and Series 66 registration with both LPL Financial and Good Life Advisors, LLC and is a licensed general lines insurance agent. Brian is a registered representative with LPL Financial.

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