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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

Why The Secure Act is Important for All Age Groups!

Why The Secure Act is Important for All Age Groups!

If you think this is just for retirees, please don’t stop reading! Recently the Secure Act, officially known as the . . .
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50th Anniversary, Financial Planning Profession

50th Anniversary, Financial Planning Profession

Unlike most professions, the Financial Planning Profession can identify a precise founding in December 1969 when a group of financial . . .
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Trump Impeachment Hearings: News or Noise for the Stock Market

Trump Impeachment Hearings: News or Noise for the Stock Market

Go to nearly any news website, TV, or radio station and you will most likely be bombarded with updates regarding . . .
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Myth Busters:  The Baby Boomer Generation

Myth Busters: The Baby Boomer Generation

My last Myth Buster article discussed the myths of the millennial generation.  Today I would like to discuss the myths . . .
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Myth Busters:  Millennials and Finances

Myth Busters: Millennials and Finances

To continue my series on myths in wealth management, I wanted to focus on the millennial generation (those born between1980 . . .
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Myth Busters: Insurance

Myth Busters: Insurance

Insurance… We buy it and hope we never need it. When we need it, it’s never enough, yet when we . . .
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Myth Busters: Income Taxes

Myth Busters: Income Taxes

The next topic in our series of myths in wealth management is regarding income taxes.  Who doesn’t want to pay . . .
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Myth Busters:  Estate Planning

Myth Busters: Estate Planning

We recently introduced a new series on myths in all aspects of wealth management.  The first of the series was . . .
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The 6 Biggest Mistakes You May Be Making With Your Wealth

The 6 Biggest Mistakes You May Be Making With Your Wealth

We all make mistakes.  There is no shame in making a mistake.  However, in regards to your wealth it could . . .
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401k Plan Types

401k Plan Types

Retirement. Almost everyone looks forward to retiring from their job to live out the rest of their life on their . . .
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