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

Paying for College

Paying for College

Paying for College … All or Nothing!?!  Talk to your advisor. Graduations are such an exciting time that can bring . . .
Read More
What Does Financial Freedom Mean To You?

What Does Financial Freedom Mean To You?

Millennials have been credited with ruining the English language. For example, in 2013 the definition of the word ‘literally’ was . . .
Read More
Estate Planning – Say What?

Estate Planning – Say What?

When we were first married an insurance agent came to the house to set up our auto and home insurance . . .
Read More
Aligning Your Investments and Your Beliefs

Aligning Your Investments and Your Beliefs

A look into socially responsible investing. A popular trend in investing is the aligning of one’s social and environmental views . . .
Read More
Ethical Wills – The Gift That Keeps Giving

Ethical Wills – The Gift That Keeps Giving

My dad passed away on July 27, 2003. It seems like just yesterday in some regards but so long ago . . .
Read More
It May Not Be What We Think

It May Not Be What We Think

I must confess I get very frustrated with articles, promotions and advertising. Yes I am too anal and “black and . . .
Read More
Health Savings Accounts Now & In Retirement… Are You Taking Advantage?

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

Rising health care costs have never been greater. In 2017, estimated health care expenses for retirees had risen to over . . .
Read More
7 Financial Lessons from Game of Thrones

7 Financial Lessons from Game of Thrones

The cultural phenomenon that is HBO’s Game of Thrones, a show of political scheming, heroic battles, and of course, dragons . . .
Read More
Five Things I Wish I Knew Before I Started My Own Business

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

Read More
Five Common Issues Business Owners Can Overcome!

Five Common Issues Business Owners Can Overcome!

Business Owners, We Can Help! Not only have business owners been a large part of my clientele throughout my career . . .
Read More
1 16 17 18 19 20 26

advanced-floating-content-close-btn