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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.

Wealth Management

Investment Management

Retirement Planning

Goal-Based Planning

Tax Planning

Risk Management

Estate Planning

Gifting

Corporate Benefits

Cryptocurrency

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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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Guides

Rate Your Risk

Complimentary Consultation

What A Financial Advisor Can Do For You

How To Choose A Financial Advisor

Life Stages Quiz

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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.

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Virtus Wealth Management

Virtus Wealth Management is the product of a 2016 merger between two well-established Texas wealth management firms.

Our Fiduciary Oath

Our Team

Our Credentials

Our History

Our Process

Our Fees

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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.

Contact Us →

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

Safe Withdrawal Rate

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 . . .
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Federal Reserve Chairman

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 . . .
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Fiscal Cliff

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 . . .
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Terrific Tuesday

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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