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.

Wealth Management

Investment Management

Retirement Planning

Goal-Based Planning

Tax Planning

Risk Management

Estate Planning

Gifting

Corporate Benefits

Cryptocurrency

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.

Account Access

Videos

Guides

Rate Your Risk

Complimentary Consultation

What A Financial Advisor Can Do For You

How To Choose A Financial Advisor

Life Stages Quiz

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.

Our Fiduciary Oath

Our Team

Our Credentials

Our History

Our Process

Our Fees

Connect With Us

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

Latest Post

$Money Is Not Math & Math Is Not Money$

Money Is Not Math & Math Is Not Money

Yes, money has numbers on it but, money is not math. Math is an accurate science while money is a...

10 Mistakes You May Be Making

Now that the markets and economy has stabilized and estate sizes may have changed, as well as the...

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.

Retirees

Pre-Retirees

Established Adults

Young Adults

All Life Stages

Life Stages Quiz

Business Owners

Executives

Women

Sudden Wealth

Inheritance

Sale of a Business

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

Ethical Wills – The Gift That Keeps Giving

Brian Tillotson

July 16, 2019

My dad passed away on July 27, 2003. It seems like just yesterday in some regards but so long ago . . .

It May Not Be What We Think

Charles R. Elhoff, Jr

June 28, 2019

I must confess I get very frustrated with articles, promotions and advertising. Yes I am too anal and “black and . . .

Health Savings Accounts Now & In Retirement… Are You Taking Advantage?

Charles R. Elhoff, Jr

June 12, 2019

Rising health care costs have never been greater. In 2017, estimated health care expenses for retirees had risen to over . . .

7 Financial Lessons from Game of Thrones

Virtus Wealth Management

May 14, 2019

The cultural phenomenon that is HBO’s Game of Thrones, a show of political scheming, heroic battles, and of course, dragons . . .

Five Things I Wish I Knew Before I Started My Own Business

Brian Tillotson

May 10, 2019

Five Common Issues Business Owners Can Overcome!

Charles R. Elhoff, Jr

May 7, 2019

Business Owners, We Can Help! Not only have business owners been a large part of my clientele throughout my career . . .

Your Life Connected

Karen Spence

May 1, 2019

If there's one thing that's constant in life, it's change. There are "seasons" of life just like "seasons" of the . . .

10 Financial Travel Tips

Virtus Wealth Management

April 4, 2019

My favorite thing about working at Virtus Wealth Management is the people; not only my great colleagues but also our . . .

A Retirement Lesson from a Dallas Legend

Virtus Wealth Management

April 1, 2019

This month Dallas-Fort Worth said goodbye to a legend when Dirk Nowitzki of the Dallas Mavericks announced his retirement from . . .

Myth Busters: Five Myths of Investing

Brian Tillotson

March 18, 2019

I'm introducing a new series today called Wealth Management Myths. The first of the series will be regarding investments. Here . . .

« Previous 1 … 16 17 18 19 20 … 26 Next »