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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.

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.

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10 Year Projection

10 Year Projection

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

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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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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

Health Savings Accounts Now & In Retirement… Are You Taking Advantage?

Health Savings Accounts Now & In Retirement… Are You Taking Advantage?

Rising health care costs have never been greater. In 2017, estimated health care expenses for retirees had risen to over . . .
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Five Common Issues Business Owners Can Overcome!

Five Common Issues Business Owners Can Overcome!

Business Owners, We Can Help! Not only have business owners been a large part of my clientele throughout my career . . .
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Let Us Help You With Your Retirement Planning

Is retirement just around the corner or is it still years away? I have learned a lot over my career . . .
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Life and Disability Insurance – Really?

For over 35 years I have been licensed as an agent for Life and Health Insurance as well as a . . .
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A Choice – Paying for Long Term Care Insurance

A Choice – Paying for Long Term Care Insurance

Purchasing Long Term Care Insurance is a choice, plain and simple. I have found this to be somewhat gender sensitive, . . .
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Annuities Are Like Puppy Dogs

A friend of mine was once asked if he sold annuities, to which he answered yes. The person asking was . . .
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What is a QCD?

It is not a new drug for your health, but it may be beneficial to your financial health. Qualified Charitable . . .
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Nobody Needs Life Insurance

Nobody needs life insurance, that’s right, nobody needs life insurance. You are not alone if you’ve ever thought it seemed . . .
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Do You Need Long Term Care Coverage?

Less than 8% of Americans actually have insurance for long term care.1 Moreover, only 10% of the elderly have a . . .
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Do You Need Disability Insurance?

Most Americans can’t imagine a situation where they or a loved one would ever become disabled. Almost 65 percent of . . .
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