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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.

Kayla Andrews

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

Kayla Andrews

Client Services Specialist

Kayla Andrews recently joined the Virtus Wealth Management team as our Client Services Specialist. Prior to joining Virtus Kayla worked in healthcare as a medical assistant, a phlebotomist and also a caregiver. Kayla is currently attending the University of Phoenix to get her bachelor’s degree in accounting. She enjoys working with people and being able to assist our clients while getting to know each of them. Kayla is excited to expand her knowledge in the wealth management field and to grow and learn within this business.

Outside of work she enjoys reading, participating in BBQs with family and friends and of course loves to shop. Kayla enjoys cooking and learning new dishes for her friends and family to try along with trying new foods from different cultures.

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