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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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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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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

The 10 Biggest Wealth Management Mistakes

The 10 Biggest Wealth Management Mistakes

I would prefer to write an article on the 10 biggest things people get right with their wealth but unfortunately . . .
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What Is In Store For The 2025 Stock Market?

What Is In Store For The 2025 Stock Market?

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

Market Update – September 2024

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Oktoberfest Is Upon Us

Oktoberfest Is Upon Us

6 Facts Regarding Oktoberfest and 5 Facts Regarding the Stock Market in October Many of us love this time of . . .
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The Importance of Simplifying Your Life

The Importance of Simplifying Your Life

I recently had a conversation with a dear friend of mine since grade school and his beautiful wife. They had . . .
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5 Tips to Help Young People Build True Wealth

5 Tips to Help Young People Build True Wealth

I was at a nephew’s wedding a while back and a family member asked me to speak with their son, . . .
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Is A Roller Coaster Necessary in Investments?

Is A Roller Coaster Necessary in Investments?

Did you know that although the S&P 500 was up over 25% last year, it is only up a little . . .
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2024 Market Expectations

2024 Market Expectations

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

Artificial Intelligence and Investing

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

Are Benchmarks Really Benchmarks?

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