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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 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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Is A Roller Coaster Necessary in Investments?

Is A Roller Coaster Necessary in Investments?

Did you know that although the S&P 500 was up over 25% last year, it is only up a little . . .
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Tax Season: Important Dates, Deadlines & Figures

Tax Season: Important Dates, Deadlines & Figures

It’s hard to believe that tax season is here already.  In an effort to help our clients be prepared, we . . .
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2024 Market Expectations

2024 Market Expectations

As we start off 2024, the most common question we get is, “What is the market going to do this . . .
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10 Reasons to Partner with Virtus Wealth Management

10 Reasons to Partner with Virtus Wealth Management

1.     We are purposeful. We have a clear mission to serve our clients and help them pursue their goals. We . . .
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