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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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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.

Latest Post

2025 Tax Season: Important Dates, Deadlines & Figures

It’s hard to believe that tax season is here already. In an effort to help our clients be...

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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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Read what our experts are saying

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

2025 Tax Season: Important Dates, Deadlines & Figures

Virtus Wealth Management

February 26, 2025

It’s hard to believe that tax season is here already. In an effort to help our clients be prepared, we . . .

Will Social Security be there when I retire?

Karen Spence

February 21, 2025

The short answer is, “yes.” The long answer is, “in some form.” The sustainability of Social Security in the United . . .

The 10 Biggest Wealth Management Mistakes

Brian Tillotson

February 7, 2025

I would prefer to write an article on the 10 biggest things people get right with their wealth but unfortunately . . .

What Is In Store For The 2025 Stock Market?

Brian Tillotson

January 15, 2025

As we end 2024 with another good year and start talking expectations for 2025, it is important to remind people . . .

Healthcare In Retirement…For Real

Charles R. Elhoff, Jr

November 18, 2024

For our retired and pre-retirees, I wanted to share some insights to the cost of healthcare in the retired years. . . .

CUSTOMER SERVICE…REALLY?

Charles R. Elhoff, Jr

November 4, 2024

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

The Top Five Benefits of Roth IRA Contributions for Young People

Karen Spence

October 28, 2024

Market Update – September 2024

Brian Tillotson

October 21, 2024

Oktoberfest Is Upon Us

Brian Tillotson

October 10, 2024

6 Facts Regarding Oktoberfest and 5 Facts Regarding the Stock Market in October Many of us love this time of . . .

TOP FINANCIAL FIRMS IN THE CITY, STATE, USA

Charles R. Elhoff, Jr

September 19, 2024

I recently saw in an advertisement or article on the internet with this type of headline. I am sure you . . .

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