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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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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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10 Year Projection

Below are some of the more alarming predictions you may be hearing from pundits or in the media:...

Healthcare Costs and Heath Savings Accounts

We at Virtus Wealth Management take pride in offering multiple services through all stages 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.

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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

Why The Secure Act is Important for All Age Groups!

Brian Tillotson

February 8, 2020

If you think this is just for retirees, please don’t stop reading! Recently the Secure Act, officially known as the . . .

Myth Busters: The Baby Boomer Generation

Brian Tillotson

November 26, 2019

My last Myth Buster article discussed the myths of the millennial generation. Today I would like to discuss the myths . . .

Myth Busters: Millennials and Finances

Brian Tillotson

November 19, 2019

To continue my series on myths in wealth management, I wanted to focus on the millennial generation (those born between1980 . . .

Myth Busters: Income Taxes

Brian Tillotson

October 28, 2019

The next topic in our series of myths in wealth management is regarding income taxes. Who doesn’t want to pay . . .

Myth Busters: Estate Planning

Brian Tillotson

October 24, 2019

We recently introduced a new series on myths in all aspects of wealth management. The first of the series was . . .

The 6 Biggest Mistakes You May Be Making With Your Wealth

Brian Tillotson

October 1, 2019

We all make mistakes. There is no shame in making a mistake. However, in regards to your wealth it could . . .

Recession or Fake News?

Brian Tillotson

August 30, 2019

The media is throwing out the recession word again. At first I thought ‘I wonder how much more viewers those . . .

Ethical Wills – The Gift That Keeps Giving

Brian Tillotson

July 16, 2019

My dad passed away on July 27, 2003. It seems like just yesterday in some regards but so long ago . . .

Five Things I Wish I Knew Before I Started My Own Business

Brian Tillotson

May 10, 2019

Myth Busters: Five Myths of Investing

Brian Tillotson

March 18, 2019

I'm introducing a new series today called Wealth Management Myths. The first of the series will be regarding investments. Here . . .

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