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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

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

Healthcare In Retirement…For Real

For our retired and pre-retirees, I wanted to share some insights to the cost of healthcare in the...

CUSTOMER SERVICE…REALLY?

I have always taken pride in providing customer service. I have been told I am anal and a bit 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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Sudden Wealth Syndrome

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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

Healthcare In Retirement…For Real

Charles R. Elhoff, Jr

November 18, 2024

For our retired and pre-retirees, I wanted to share some insights to the cost of healthcare in the retired years. . . .

CUSTOMER SERVICE…REALLY?

Charles R. Elhoff, Jr

November 4, 2024

I have always taken pride in providing customer service. I have been told I am anal and a bit of . . .

TOP FINANCIAL FIRMS IN THE CITY, STATE, USA

Charles R. Elhoff, Jr

September 19, 2024

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

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

Charles R. Elhoff, Jr

September 5, 2024

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

10 Year Projection

Charles R. Elhoff, Jr

August 1, 2024

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

Healthcare Costs and Heath Savings Accounts

Charles R. Elhoff, Jr

June 3, 2024

We at Virtus Wealth Management take pride in offering multiple services through all stages of life, i.e. young adults, established . . .

Life Insurance At Every Stage Of Life

Charles R. Elhoff, Jr

February 7, 2023

Life Insurance is an important part of financial planning and not something to be overlooked. Take a look at the . . .

Money Is Not Math & Math Is Not Money

Charles R. Elhoff, Jr

January 2, 2023

Yes, money has numbers on it but, money is not math. Math is an accurate science while money is a . . .

Four Tax Strategies To Have In Place Before Retiring

Charles R. Elhoff, Jr

November 12, 2022

To somewhat alleviate and help one overcome the “surprises” in retirement, let me suggest 4 tax strategies to have in . . .

Your Financial Review – Three Areas To Be Addressed

Charles R. Elhoff, Jr

November 1, 2022

A financial review should not be just about the performance of one’s portfolio. I know, that is all we really . . .

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