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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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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

November – Making a Difference

November – Making a Difference

As many of you know, I grew up as an age-group swimmer and continued to swim in college at the . . .
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PMA … All the Way!  PMA … All the Way!

PMA … All the Way! PMA … All the Way!

This is a cheer that I’ll always remember from my swimming days.  PMA stands for Positive Mental Attitude, and we . . .
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October is for Optimism

October is for Optimism

Well, 2020 has been a struggle to say the least.  I’m sad to say that I lost my dad in . . .
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Stand-Up to COVID-19

Stand-Up to COVID-19

How did your portfolio stand-up to COVID-19 in March?  Were you down 30% with the market?  Were you comfortable with . . .
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Quantifying Your Risk!

Quantifying Your Risk!

Have you ever wondered what risk tolerance means?  What is the difference between a Conservative Portfolio vs. a Moderate Portfolio . . .
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Balance 2020: Investing and Working – Leave it to the Professionals!

Balance 2020: Investing and Working – Leave it to the Professionals!

The final article in our Balance 2020 series focuses on the benefits of obtaining work / life balance by learning . . .
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Flatten the COVID-19 SCAM curve – don’t be a victim!

Flatten the COVID-19 SCAM curve – don’t be a victim!

Scammers are taking advantage of the fears surrounding the Coronavirus. Scammers have no shame, and nothing — not even a . . .
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Balance 2020: Investing and Sleeping – Consistency Saves the Day

Balance 2020: Investing and Sleeping – Consistency Saves the Day

As we continue our “Balance 2020” series, let’s talk about consistency.  Fun!  Investing consistently and sleeping consistently are proven to . . .
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Balance 2020: Investing and Eating – Portion Control

Balance 2020: Investing and Eating – Portion Control

So, let’s get it out there.  I’m not the best eater in the world.  I really like a good hamburger.  . . .
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Balance 2020: Investing and Exercise – Endurance Events

Balance 2020: Investing and Exercise – Endurance Events

As most of you may or may not know, I was a collegiate swimmer for the University of Arkansas, mostly . . .
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