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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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ABLE Accounts

ABLE Accounts

Although Uncle Sam loves to collect his share of taxes on everything from income to gains on your...

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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

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

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

Last year my parents decided to move from their home in Plano of 40 years to an Assisted Living Facility . . .
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Setting up Company Sponsored 401(k) plan

Setting up Company Sponsored 401(k) plan

The Complete and Simple Guide Job seekers evaluate the benefits and disadvantages of different job opportunities in what has become . . .
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The Best Money Quotes

The Best Money Quotes

There are certain situations or times in our lives in which a good quote can perfectly explain how we feel . . .
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Prevent Disaster With An Estate Planning Checklist

Prevent Disaster With An Estate Planning Checklist

Did you know that if you do your estate planning incorrectly your estate could be destroyed from taxes inflicted on . . .
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Our Best Tips for Saving Money When You are Older

Our Best Tips for Saving Money When You are Older

According to Northwestern Mutual, 21% of Americans have no savings for retirement. The Government Accountability Office (GAO) states around 29% . . .
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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

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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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