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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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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.

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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

Permanent Life Insurance: A Tax Advantaged Savings Vehicle

Life insurance can be much more than just a death benefit, there are several key tax advantages that make permanent . . .
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The Absolute Regarding Variable Annuities

Absolutes would work great in this business if every client had the same amount of money, the exact same goals, . . .
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Understanding Business Cycles and Their Impact on Stock Performance

As a big believer in sector rotation and finding leadership in a market, I closely watch which sectors are performing . . .
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Has the Market Peaked?

If you recall in our 2015 Outlook, published on January 31, Virtus Wealth Management expects 2015 to be the peak . . .
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Important Tax Information

I am afraid many Americans will be a bit shocked when they complete their 2013 taxes and clearly understand the . . .
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Where to Invest in Rising Interest Rate Environments

This is the third part in a three part series on the impact of rising interest rates on our fixed . . .
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The Dangers of Huge Returns

I know it sounds counter-intuitive to state there are actually dangers to great returns. However, there are, and it happens . . .
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Market Corrections are the Norm

A year like 2013 can spoil any investor, high returns with low volatility.  The largest “correction” in 2013 represented an . . .
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What Is In-Store for 2014?

Now that 2014 is in full swing, we here at Virtus Wealth Management would like to wish you a happy . . .
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Strategies for Bonds in a Rising Interest Rate Environment

This is the second in a three part series on the impacts of rising interest rates on fixed income investments.  . . .
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