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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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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

Oktoberfest Is Upon Us

6 Facts Regarding Oktoberfest and 5 Facts Regarding the Stock Market in October Many of us love...

TOP FINANCIAL FIRMS IN THE CITY, STATE, USA

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

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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

SECURE Act – Legacy Planning

Karen Spence

February 28, 2022

Did you know that one of the changes in the SECURE Act should be considered in your legacy planning??? Well . . .

Empty Nester Guide – It’s happening … Now what???

Karen Spence

February 24, 2022

Well, you made it! You are an empty nester. Is it time to celebrate or cry or a little bit . . .

What Happens When A Loved One Passes Away?

Karen Spence

December 6, 2021

Having a financial advisor can help you prepare for and persevere through the passing of your loved one. Sadly, we . . .

Temperature Check!

Karen Spence

June 10, 2021

Well, we made it through 2020 and now through the first quarter of 2021! Yippee!!! We are well on our . . .

Watch Out for Bonds! Part 2

Karen Spence

May 15, 2021

I wrote a recent article proclaiming my love for Warren Buffet and his practical retirement advice, and in that article, . . .

Watch Out for Bonds! Part 1

Karen Spence

May 10, 2021

So, let’s get this out there … I love Warren Buffet. He’s just so inspirational, down to earth, folksy, and . . .

Diversification

Karen Spence

March 10, 2021

I’ll admit that I have a love, hate relationship with diversification. As a financial advisor, I think diversification is the . . .

International Women’s Day – Unstoppable

Karen Spence

March 5, 2021

In honor of International Women’s Day, I would like to highlight a couple of women that stand out to me . . .

What I’ve learned about Assisted Living … from Experience!!!

Karen Spence

January 29, 2021

Last year my parents decided to move from their home in Plano of 40 years to an Assisted Living Facility . . .

December – Focus on Relationships

Karen Spence

December 10, 2020

We are approaching the end of 2020 (Yay!) and it’s time to prepare for 2021 by using the month of . . .

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