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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.

Latest Post

Urgent News Regarding Your Pension

Many Americans are learning a very tough lesson in regards to how pensions work due to the...

Goal-Based Financial Planning

Tell us your goals, and we’ll tell you your number. When do you want to retire? How much do you...

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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

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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

Investing for Women … Women Tend to Invest Differently

Karen Spence

September 26, 2019

Watch Out Girls … You could subconsciously be hindering your financial success!!! When I was in college, I learned a . . .

Retirement Planning is Different for Women

Karen Spence

September 26, 2019

Watch Out Girls … Retirement Triple Threat!!! Calling all women! You face a retirement triple threat, and it’s not the . . .

Retirement Planning

Virtus Wealth Management

September 16, 2019

It’s the one thing that everyone should be doing, but not everyone understands. Planning for retirement is essentially planning to . . .

5 Financial Lessons from the Dallas Cowboys

Virtus Wealth Management

September 5, 2019

Fire up the grill, crack a cold one, and dig your jersey out of the back of the closet because . . .

Recession or Fake News?

Brian Tillotson

August 30, 2019

The media is throwing out the recession word again. At first I thought ‘I wonder how much more viewers those . . .

The Family Life Guide

Virtus Wealth Management

August 20, 2019

This month we wanted to present to you the Family Life Guide – a worksheet we designed to help you gather . . .

Paying for College

Karen Spence

August 20, 2019

Paying for College … All or Nothing!?! Talk to your advisor. Graduations are such an exciting time that can bring . . .

What Does Financial Freedom Mean To You?

Virtus Wealth Management

August 7, 2019

Millennials have been credited with ruining the English language. For example, in 2013 the definition of the word ‘literally’ was . . .

Estate Planning – Say What?

Charles R. Elhoff, Jr

August 7, 2019

When we were first married an insurance agent came to the house to set up our auto and home insurance . . .

Aligning Your Investments and Your Beliefs

Virtus Wealth Management

July 25, 2019

A look into socially responsible investing. A popular trend in investing is the aligning of one’s social and environmental views . . .

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