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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

College Costs Now Can Exceed $90k…That’s Per Year!

College Costs Now Can Exceed $90k…That’s Per Year!

Below I will share some thoughts for consideration. One needs to ask if college is really going to be worth . . .
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The Importance of Simplifying Your Life

The Importance of Simplifying Your Life

I recently had a conversation with a dear friend of mine since grade school and his beautiful wife. They had . . .
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10 Year Projection

10 Year Projection

Below are some of the more alarming predictions you may be hearing from pundits or in the media: WAR - . . .
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Healthcare Costs and Heath Savings Accounts

Healthcare Costs and Heath Savings Accounts

We at Virtus Wealth Management take pride in offering multiple services through all stages of life, i.e. young adults, established . . .
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Why Having A Financial Advisor Helps

Why Having A Financial Advisor Helps

Behavioral Finance, that’s why!  There are two types of investors:  rational and irrational.  Which one are you?  The odds are . . .
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The Benefits of Being Proactive with Decisions On Aging

The Benefits of Being Proactive with Decisions On Aging

Well, life continues to move along for me, my family, my friends, my mom, my husband’s parents, my friends’ parents, . . .
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5 Tips to Help Young People Build True Wealth

5 Tips to Help Young People Build True Wealth

I was at a nephew’s wedding a while back and a family member asked me to speak with their son, . . .
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Saving vs. Investing

Saving vs. Investing

Saving versus Investing.  What’s the difference? Did you know that the typical person spends more time planning for vacation than . . .
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CDs … All The Rage?

CDs … All The Rage?

Policy tightening from the Fed pushed yields on cash-like instruments to their most attractive levels in over a decade.  With . . .
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Which Political Party is Better for Investors?

Which Political Party is Better for Investors?

Welcome to the 2024 election year.  Let the fun, drama, bob and weave begin!  Game on!  One of the biggest . . .
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