Discover Our Services

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.

Connect With Us

Today’s economic conditions and uncertain financial markets require the savvy investor to go beyond traditional boundaries.

Resources

Our mission is to provide innovative, sophisticated and highly customized wealth management solutions and financial advice that address all facets of your finances.

Connect With Us

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.

Connect With Us

Wealth management is more than just investment advice – it includes all aspects of a client’s financial life.

Latest Post

Get in touch

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.

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

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.  . . .
Read More
Are You Ready for a Change?

Are You Ready for a Change?

Are you unhappy with the lack of communication from your current financial advisor? Did you lose more money than your . . .
Read More
What We Can Already Learn from the Coronavirus Market Correction

What We Can Already Learn from the Coronavirus Market Correction

A MESSAGE FROM OUR PRESIDENT BRIAN TILLOTSON “Discipline is the bridge between goals and accomplishments” as quoted by Jim Rohn. . . .
Read More
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 . . .
Read More
2020 The Year Of Balance

2020 The Year Of Balance

Like the numbers of the actual year itself, 2020, I declare 2020 the year of balance!  Balance is important to . . .
Read More
How Your Investments Are Like Perfectly Smoked BBQ

How Your Investments Are Like Perfectly Smoked BBQ

Trust the process! Josh recently wrote an article titled “Five Financial Lessons from the Dallas Cowboys”, and one of the . . .
Read More
Tax Season: Important Dates, Deadlines & Figures

Tax Season: Important Dates, Deadlines & Figures

It’s hard to believe that tax season is here already.  In an effort to help our clients be prepared, we . . .
Read More
Federal Debt Concerns:  Fact or Fiction?

Federal Debt Concerns: Fact or Fiction?

The most common concern I hear from people is regarding the federal debt and its impact on the economy, and . . .
Read More
Wear Sunscreen & When to Worry About the Market

Wear Sunscreen & When to Worry About the Market

In 1999, Baz Lurhmann released the song “Everyone is Free (To Wear Sunscreen),” a song I still play for my . . .
Read More
Planning for Retirement and Choosing a Beneficiary

Planning for Retirement and Choosing a Beneficiary

Retirement planning is about more than planning the fun things you want to do when you earn your freedom from . . .
Read More
1 13 14 15 16 17 26

advanced-floating-content-close-btn