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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.

Latest Post

Healthcare In Retirement…For Real

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

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.

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

OUR BLOG

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

Market Update – September 2024

Brian Tillotson

October 21, 2024

As Cat Stevens once said, “Oh baby, it’s a wild world out there…” We have an election year, extreme political . . .

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 . . .

The Importance of Simplifying Your Life

Brian Tillotson

August 15, 2024

I recently had a conversation with a dear friend of mine since grade school and his beautiful wife. They had . . .

5 Tips to Help Young People Build True Wealth

Brian Tillotson

May 7, 2024

I was at a nephew’s wedding a while back and a family member asked me to speak with their son, . . .

Is A Roller Coaster Necessary in Investments?

Brian Tillotson

March 5, 2024

Did you know that although the S&P 500 was up over 25% last year, it is only up a little . . .

2024 Market Expectations

Brian Tillotson

January 30, 2024

As we start off 2024, the most common question we get is, “What is the market going to do this . . .

Artificial Intelligence and Investing

Brian Tillotson

August 29, 2023

AI (artificial intelligence) is poised to have a significant impact across various industries, transforming the way they operate and creating . . .

Are Benchmarks Really Benchmarks?

Brian Tillotson

June 20, 2023

“Numbers never lie, after all; they simply tell different stories depending on the math of the tellers.” Luis Alberto Urrea . . .

Time to Be Aggressive or Cautious?

Brian Tillotson

June 5, 2023

Ever try a hot pepper and think, “that wasn’t so bad,” only then after a brief delay to have the . . .

The Debt Ceiling – Crisis or Fearmongering?

Brian Tillotson

May 11, 2023

Déjà vu all over again. We have been here before, specifically in 2011. I am referencing a debt ceiling crisis, . . .

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