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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.

Wealth Management

Investment Management

Retirement Planning

Goal-Based Planning

Tax Planning

Risk Management

Estate Planning

Gifting

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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

How To Choose A Financial Advisor

Life Stages Quiz

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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

Plan For Longevity

Karen Spence

July 26, 2018

In the last Virtus View (Importance of Guaranteed Income), I said, “It is critical not to under-estimate your life expectancy . . .

Karen Spence

June 29, 2018

When you retire, it’s nice not to worry about having enough money coming in every month to pay the bills . . .

Karen Spence

June 15, 2018

As with all things in life, some things are in our control in retirement planning and some things are not. . . .

Karen Spence

May 23, 2018

It’s our belief that all of us are made to have meaning and derive purpose from something. Aside from relationships, . . .

Karen Spence

February 23, 2018

It’s hard to believe that tax season is here already. In an effort to help our clients be prepared, we . . .

Karen Spence

November 29, 2017

The holidays are upon us now and, coincidentally, so is the annual Medicare Open Enrollment period! As most of you . . .

Karen Spence

October 31, 2017

At Virtus Wealth Management, we like to celebrate the holidays! Fall is in full force, and Halloween is here. To . . .

Karen Spence

May 23, 2017

Here at Virtus Wealth Management we love our families, our clients, and our clients’ families. It’s a happy time of . . .

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