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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.

Wealth Management

Investment Management

Retirement Planning

Goal-Based Planning

Tax Planning

Risk Management

Estate Planning

Gifting

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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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What A Financial Advisor Can Do For You

How To Choose A Financial Advisor

Life Stages Quiz

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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

TOP FINANCIAL FIRMS IN THE CITY, STATE, USA

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

College Costs Now Can Exceed $90k…That’s Per Year!

Below I will share some thoughts for consideration. One needs to ask if college is really going to...

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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

Where are the People Who Want to Work?

Brian Tillotson

November 24, 2021

“If there is unemployment in America, it is because the unemployed do not want to work.” Henry Ford A quote . . .

What Is A Portfolio Stress Test And Why Is It Important?

Brian Tillotson

September 8, 2021

Investing Success May Lead To Complacency; Complacency Leads To Over-Confidence “The stock market is the story of cycles and of . . .

IRAs, 401(k)s and Roth Optimization

Brian Tillotson

August 25, 2021

“In this world, nothing can be said to be certain, except death and taxes.” Benjamin Franklin In an article I . . .

How Safe Is Your Money?

Brian Tillotson

August 24, 2021

It seems every few years a rumor or myth gets going that takes a life of its own. That doesn’t . . .

A Guide To Our Regulating Parties

Brian Tillotson

July 30, 2021

Chuck and I set out early in our careers as advisors to put the client first. We didn’t want to . . .

Inflation Transitory Or Here To Stay Video

Brian Tillotson

June 29, 2021

Inflation Transitory Or Here To Stay Video Read More

Inflation: Transitory Or Here To Stay

Brian Tillotson

June 23, 2021

“Inflation is when you pay $15 for the $10 haircut you used to get for $5 when you had hair.” . . .

Are Living Trusts Worth The Money?

Brian Tillotson

May 7, 2021

Written by Brian Tillotson and Karen Spence The most common estate planning question we get at Virtus Wealth Management is . . .

Do Valuations Matter or Do We Party Like It’s 1999?

Brian Tillotson

March 1, 2021

A fun song from the 1990s from the late and great Prince. Part of the lyrics from that song included, . . .

Mortgage or No Mortgage – The $64,000 Question

Brian Tillotson

March 1, 2021

Written by Brian Tillotson and Karen Spence This is one of the most debated and asked topics from our clients. . . .

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