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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.

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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.

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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 Conservative Catch-22

The Conservative Catch-22

I was meeting with a client the other day and we were discussing expectations.  This couple is fairly risk averse . . .
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The Best Money Quotes

The Best Money Quotes

There are certain situations or times in our lives in which a good quote can perfectly explain how we feel . . .
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What Is The S&P 500 Index and Why Is Everyone Talking About It?

What Is The S&P 500 Index and Why Is Everyone Talking About It?

“I found that if you have a goal, you might not reach it. But if you don't have one, then . . .
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Presidential Election: Myth versus Fact

Presidential Election: Myth versus Fact

White Noise definition per Webster Dictionary: a: a constant background noise, especially: one that drowns out other sounds. b: meaningless or distracting . . .
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What is Value Investing and Is It Dead? Will Growth Investing Rule Forever?

What is Value Investing and Is It Dead? Will Growth Investing Rule Forever?

“Cheap is Cheap for a Reason.” Source Unknown There are several items I do not like buying on the cheap, . . .
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Mid-Year 2020 Market and Covid-19 Update

Mid-Year 2020 Market and Covid-19 Update

“It was the best of times, it was the worst of times, it was the age of wisdom, it was . . .
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Are You Ready for a Change?

Are You Ready for a Change?

Are you unhappy with the lack of communication from your current financial advisor? Did you lose more money than your . . .
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What We Can Already Learn from the Coronavirus Market Correction

What We Can Already Learn from the Coronavirus Market Correction

A MESSAGE FROM OUR PRESIDENT BRIAN TILLOTSON “Discipline is the bridge between goals and accomplishments” as quoted by Jim Rohn. . . .
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Federal Debt Concerns:  Fact or Fiction?

Federal Debt Concerns: Fact or Fiction?

The most common concern I hear from people is regarding the federal debt and its impact on the economy, and . . .
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Wear Sunscreen & When to Worry About the Market

Wear Sunscreen & When to Worry About the Market

In 1999, Baz Lurhmann released the song “Everyone is Free (To Wear Sunscreen),” a song I still play for my . . .
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