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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

2017 Outlook

Now that 2017 is in full swing, your Virtus Wealth Management Team would like to wish you a happy, prosperous . . .
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Bond Laddering Investment Strategy for Rising Interest Rate Environment

The Federal Reserve has put investors and retirees in a very tough position. 10 year Treasury Notes are currently earning . . .
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The Basics of Tax Loss Harvesting

It’s getting close to the end of the year, and it may be time to consider some strategies to optimize . . .
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Last Call for RMD’s

Have you taken your Required Minimum Distribution (RMD) yet? For investors over the age 70 ½ with an IRA, SEP . . .
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Where Do We Go From Here Now That The Election Is Over?

Wow! What a dramatic presidential race. In a huge upset, Donald Trump was elected to become the nation’s 45th President, . . .
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Presidents Change, Investing Does Not

As I am sure you all know, Election Day is looming.  On Tuesday November 8th we will all run to . . .
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The Effect of Alternative Investments on a Portfolio

With pre-election market jitters in full swing, I would like to highlight one of the key strategies that we use . . .
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How Efficient Is Your Money?

Money inefficiencies can occur in all areas of your financial plan. They erode wealth and can limit us from building . . .
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What is BREXIT and Why Should We Care?

On June 23rd, Britain voted to exit (BREXIT) the European Union (EU). It is an important issue because it will . . .
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Don’t Be THE Target

Behavioral finance has become a much larger and more researched area of wealth management over the past decade. We must . . .
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