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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

Politics And Your Portfolio: Is There A Relationship?

As citizens of the state of Texas we all have strong opinions on who our next President should be; however, . . .
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Qualified Longevity Annuity Contracts: A New Breed of Annuity

When an investor turn 70 ½ years old, the Federal Government demands that they begin taking distributions from their Qualified . . .
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Social Security Changes

Happy 2016! We hope you are off to a great start for the year. In this Virtus View, we would . . .
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Balancing Confidence and Volatility

Please find in the link below a letter from Burt White, who is the Chief Investment Officer at LPL. I . . .
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What to Expect from Virtus Views in 2016

There are several hot topics in the stock market and global economy as of late, and I’m sure some investors . . .
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Open Enrollment Season

‘Tis the season for family get-togethers, holiday cheer, food a plenty, and of course….open enrollment. For both corporate and federal . . .
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A Closer Look at HSAs and FSAs

We are always looking for ways to save pretax dollars that can be put to good use. A medical savings . . .
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Maximizing Your Social Security Benefits

Social Security is one of the largest assets that retirees have today. The maximum social security benefit at full retirement . . .
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Is Your Trust Going To Cost You Thousands In Taxes?

As a Certified Private Wealth Advisor who has been trained in advanced estate and tax planning, I often get the . . .
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Is Debt Free The Way To Be?

Is it better to make extra payments to pay off your mortgage faster or to invest that extra money and . . .
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