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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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Human Understanding

Human Understanding

As financial advisors and wealth managers, one might expect a preoccupation with money. But...

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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.

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

The Cost of Healthcare in Retirement

Retirement is a wonderful time! Many use their retirement years to spend more time with loved ones, travel the world, . . .
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Is the Stock Market Overvalued?

When meeting with investors recently, we often hear “with the stock market at, or near, all-time highs, is this a . . .
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Some Facts About Fathers

Last year, Pew Research Center spent some time collecting data about dads. They found some interesting facts: In 2012, there . . .
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Congratulations! Josh Hubman, CERTIFIED FINANCIAL PLANNER™

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It’s Graduation Time!

Here at Virtus Wealth Management we love our families, our clients, and our clients’ families. It’s a happy time of . . .
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Do You Need Long Term Care Coverage?

Less than 8% of Americans actually have insurance for long term care.1 Moreover, only 10% of the elderly have a . . .
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Protecting Your Identity

According to the Bureau of Justice Statistics (www.bjs.gov), an estimated 17.6 million Americans, about 7% of U.S. residents age 16 . . .
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Do You Need Disability Insurance?

Most Americans can’t imagine a situation where they or a loved one would ever become disabled. Almost 65 percent of . . .
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HSA and IRA Contribution Deadlines Coming Soon

The deadline to file personal tax returns is fast approaching and that means so too is the deadline to stash . . .
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Why Benchmarking Against the S&P is a Losing Proposition

It is common for investors to follow large stock market indexes such as the S&P 500 (GSPC) and the Dow . . .
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