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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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10 Year Projection

10 Year Projection

Below are some of the more alarming predictions you may be hearing from pundits or in the media:...

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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

Your Financial Review – Three Areas To Be Addressed

Your Financial Review – Three Areas To Be Addressed

A financial review should not be just about the performance of one’s portfolio. I know, that is all we really . . .
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College Planning – Let’s Do This (Part 2)

College Planning – Let’s Do This (Part 2)

It’s me again. Your friendly financial advisor and parent of 2 kids in college. I feel your pain and/or your . . .
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Human Understanding

Human Understanding

As financial advisors and wealth managers, one might expect a preoccupation with money. But financial planning is a people business, . . .
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College Planning – Let’s do this! (Part 1)

College Planning – Let’s do this! (Part 1)

With a recent college graduate and 2 more kids in college, I can understand why College Planning is intimidating, overwhelming, . . .
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Finding a Financial Advisor for Mothers Impacted by The Pandemic

Finding a Financial Advisor for Mothers Impacted by The Pandemic

The COVID-19 pandemic had an unprecedented impact on lives around the globe. Billions of people were affected in different ways, . . .
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Financial Planning Advice for Managing an Inheritance Brought on By the Pandemic

Financial Planning Advice for Managing an Inheritance Brought on By the Pandemic

The ongoing COVID-19 pandemic has impacted almost everyone to some degree. For some individuals, the loss of loved ones may . . .
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Five Traits of Wealthy People Do You Have The Traits of The Wealthy?

Five Traits of Wealthy People Do You Have The Traits of The Wealthy?

Maybe you are already wealthy or maybe you are on your way.  Maybe you are concerned about your financial future, . . .
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The Pandemic Effect – Retirement

The Pandemic Effect – Retirement

Five tips to help you rework your plans in a post-COVID world. Here we are in the post-COVID world.  Well, . . .
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How To Choose The Right Financial Advisor in 2022

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 credit score, . . .
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Finding a Financial Advisor Near Me

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 spend . . .
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