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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.

Wealth Management

Investment Management

Retirement Planning

Goal-Based Planning

Tax Planning

Risk Management

Estate Planning

Gifting

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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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What A Financial Advisor Can Do For You

How To Choose A Financial Advisor

Life Stages Quiz

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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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Three Ways To Charge As An Advisor Don’t Fall for Marketing Gimmicks from Financial Advisors

Our industry is full of marketing gimmicks and misleading representations by wealth management...

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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

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

Medicare Premium Increases for 2018

Brian Tillotson

March 27, 2018

When I watch the news, I see plenty of coverage about how the 2017 Tax Cuts and Jobs Act will . . .

Volatility Can Be Your Friend

Brian Tillotson

March 14, 2018

Charles R. Elhoff, Jr

February 28, 2018

Nobody needs life insurance, that’s right, nobody needs life insurance. You are not alone if you’ve ever thought it seemed . . .

Karen Spence

February 23, 2018

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

Brian Tillotson

January 31, 2018

There have been many big headlines coming out of Washington these days, but one that should not be overlooked is . . .

Brian Tillotson

January 17, 2018

Going into 2018 and in the midst of an 8 year bull market, content can set in. While being content . . .

Karen Spence

November 29, 2017

The holidays are upon us now and, coincidentally, so is the annual Medicare Open Enrollment period! As most of you . . .

Karen Spence

October 31, 2017

At Virtus Wealth Management, we like to celebrate the holidays! Fall is in full force, and Halloween is here. To . . .

Brian Tillotson

October 24, 2017

Have you taken your Required Minimum Distribution (RMD) yet? For investors over the age 70 ½ with an IRA, SEP . . .

Brian Tillotson

October 3, 2017

Understanding your risk tolerance is complex, and the standard questionnaire provided by many financial planners may not capture an accurate . . .

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