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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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What A Financial Advisor Can Do For You

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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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How To Choose The Right Financial Advisor in 2022

These days it’s easy to do a quick internet search for current mortgage rates or CD rates. Your...

Finding a Financial Advisor Near Me

On the surface, money is a simple thing. You earn it. You spend it. Sometimes you save some to...

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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

What Is In-Store for 2014?

Brian Tillotson

January 24, 2014

Now that 2014 is in full swing, we here at Virtus Wealth Management would like to wish you a happy . . .

Brian Tillotson

August 26, 2013

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

Brian Tillotson

August 15, 2013

Over the past several months, we have witnessed a 42% increase in the 10 year U.S. Treasury Note. From the . . .

Brian Tillotson

August 1, 2013

Is the 4% distribution rule outdated? There are many “rules” in the investment arena but none receiving more media critics . . .

Brian Tillotson

July 25, 2013

The stock market is a forward thinking entity. Stocks can and do move based on daily news but the longer-term . . .

Brian Tillotson

June 5, 2013

We are fast approaching the new fiscal cliff discussions which will be a significant news item over the summer. To . . .

Brian Tillotson

May 28, 2013

Terrific Tuesdays continue as the Dow Industrial Average was up this past Tuesday over 100 points. The past 11 weeks . . .

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