Discover Our Services

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.

Connect With Us

Today’s economic conditions and uncertain financial markets require the savvy investor to go beyond traditional boundaries.

Resources

Our mission is to provide innovative, sophisticated and highly customized wealth management solutions and financial advice that address all facets of your finances.

Connect With Us

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.

Connect With Us

Wealth management is more than just investment advice – it includes all aspects of a client’s financial life.

Latest Post

Oktoberfest Is Upon Us

Oktoberfest Is Upon Us

6 Facts Regarding Oktoberfest and 5 Facts Regarding the Stock Market in October Many of us love...

Get in touch

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.

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

ABLE Accounts

ABLE Accounts

Although Uncle Sam loves to collect his share of taxes on everything from income to gains on your investments, the . . .
Read More
Artificial Intelligence and Investing

Artificial Intelligence and Investing

AI (artificial intelligence) is poised to have a significant impact across various industries, transforming the way they operate and creating . . .
Read More
Are Benchmarks Really Benchmarks?

Are Benchmarks Really Benchmarks?

“Numbers never lie, after all; they simply tell different stories depending on the math of the tellers.” Luis Alberto Urrea . . .
Read More
Time to Be Aggressive or Cautious?

Time to Be Aggressive or Cautious?

Ever try a hot pepper and think, “that wasn’t so bad,” only then after a brief delay to have the . . .
Read More
The Debt Ceiling – Crisis or Fearmongering?

The Debt Ceiling – Crisis or Fearmongering?

Déjà vu all over again.  We have been here before, specifically in 2011.  I am referencing a debt ceiling crisis, . . .
Read More
The Power of Social Security Planning

The Power of Social Security Planning

If you understand it, Social Security can be a powerful part of your retirement plan.  At Virtus Wealth Management, we . . .
Read More
Concerned About The Banking Failures?

Concerned About The Banking Failures?

The markets were hit with a major surprise this past weekend when Silicon Valley Bank (SVB) collapsed.  This was quickly . . .
Read More
SECURE Act 2.0 – What is it and how does it affect you!?!?

SECURE Act 2.0 – What is it and how does it affect you!?!?

The Setting Every Community Up for Retirement Enhancement (SECURE) Act is Washington policy makers direct response to the lack of . . .
Read More
Retirement Income – Why The Bucket Strategy Is Important

Retirement Income – Why The Bucket Strategy Is Important

Here at Virtus Wealth Management, we often talk to our clients about building multiple buckets in their portfolio to facilitate . . .
Read More
Volatile Markets – What kind of investor are you?

Volatile Markets – What kind of investor are you?

Well, we all agree that 2023 is not off to good start.  Inflation rages on, interest rates continue to rise, . . .
Read More
1 2 3 4 5 26

advanced-floating-content-close-btn