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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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Investment Management

Retirement Planning

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Tax Planning

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Estate Planning

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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

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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

Why Having A Financial Advisor Helps

Behavioral Finance, that’s why! There are two types of investors: rational and irrational. ...

The Benefits of Being Proactive with Decisions On Aging

Well, life continues to move along for me, my family, my friends, my mom, my husband’s parents, my...

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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

Medicare Premium Increases for 2018

Brian Tillotson

March 27, 2018

When I watch the news, I see plenty of coverage about how the 2017 Tax Cuts and Jobs Act will . . .

Volatility Can Be Your Friend

Brian Tillotson

March 14, 2018

Brian Tillotson

January 31, 2018

There have been many big headlines coming out of Washington these days, but one that should not be overlooked is . . .

Brian Tillotson

January 17, 2018

Going into 2018 and in the midst of an 8 year bull market, content can set in. While being content . . .

Brian Tillotson

October 24, 2017

Have you taken your Required Minimum Distribution (RMD) yet? For investors over the age 70 ½ with an IRA, SEP . . .

Brian Tillotson

October 3, 2017

Understanding your risk tolerance is complex, and the standard questionnaire provided by many financial planners may not capture an accurate . . .

The Power of Affiliation

Brian Tillotson

August 30, 2017

As our clients know, Virtus Wealth Management is an independent wealth management firm which allows us to choose the investments . . .

Brian Tillotson

August 22, 2017

More than one-half of working Americans know little or nothing about Medicare costs.1 Not knowing can be expensive. On average, . . .

Brian Tillotson

July 28, 2017

Retirement is a wonderful time! Many use their retirement years to spend more time with loved ones, travel the world, . . .

Brian Tillotson

July 13, 2017

When meeting with investors recently, we often hear “with the stock market at, or near, all-time highs, is this a . . .

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