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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

Understanding IRA’s for Robust Retirement Planning

Understanding IRA’s for Robust Retirement Planning

Individual retirement accounts, also called IRA’s, are a great retirement planning tool when you understand how they work. IRA’s are . . .
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What Should You do if You Inherit Money?

What Should You do if You Inherit Money?

Saying goodbye to a loved one is a very trying time, but one we all must endure at one time . . .
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Understanding Financial Risk Management: Are You at Risk?

Understanding Financial Risk Management: Are You at Risk?

We live in an unpredictable world. On a day to day, you never know when tragedy or disaster can strike, . . .
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It’s Time to Understand the Roth 401k Rollover 5-Year rule

It’s Time to Understand the Roth 401k Rollover 5-Year rule

Have you decided to save for retirement? Or maybe your employer started a retirement account for you with an employer . . .
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December – Focus on Relationships

December – Focus on Relationships

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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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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What Is The S&P 500 Index and Why Is Everyone Talking About It?

What Is The S&P 500 Index and Why Is Everyone Talking About It?

“I found that if you have a goal, you might not reach it. But if you don't have one, then . . .
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What is a Financial Planner Worth?

What is a Financial Planner Worth?

Quantifying the value of a financial planner may seem difficult to many consumers. That value will vary depending on what . . .
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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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There’s LIFE in LIFE INSURANCE

There’s LIFE in LIFE INSURANCE

Many clients ask me, “So I buy life insurance, I take money out of my pocket and buy this policy . . .
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