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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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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

Retirement Tips from a Financial Planner

Retirement Tips from a Financial Planner

When people think about retirement, they usually have a specific goal or image in mind of what they want their . . .
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Financial Planning Tips Advisors Want You To Know

Financial Planning Tips Advisors Want You To Know

It’s not uncommon to feel somewhat helpless in trying financial times such as these. Many people worry about how the . . .
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10 Reasons You Should Work with A Financial Advisor

10 Reasons You Should Work with A Financial Advisor

Financial success requires a plan. While most people can manage their finances just fine on their own, not having the . . .
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Reasons Not To Own Life Insurance

Reasons Not To Own Life Insurance

I Have Other Financial Priorities This is understandable, but, where do those priorities rank when there is a loss of . . .
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How to Spot a Bottom!

How to Spot a Bottom!

“It is tough to make predictions, especially about the future.” Yogi Berra A question I get a lot is if . . .
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Tax Planning – It Makes a Difference!

Tax Planning – It Makes a Difference!

Does your CPA do more than your taxes? Tax planning is imperative. Doing your taxes after the fact doesn’t do . . .
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Dealing With Market Volatility

Dealing With Market Volatility

There’s no question about it: markets have been volatile lately, and with ongoing inflation, rising interest rates, and geopolitical uncertainties, . . .
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The Top 10 Rules of Building Wealth

The Top 10 Rules of Building Wealth

“We must all suffer from one of two pains: the pain of discipline or the pain of regret. The difference . . .
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COVID and College Planning – Are you prepared?

COVID and College Planning – Are you prepared?

Well, here we are in 2022 and, sadly, COVID-19 rages on. So, what’s happening out there with college planning as . . .
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Should You Own Bonds? (Part 2)

Should You Own Bonds? (Part 2)

As stated in Part 1 of this article, it depends.  Same answer as before!  In Part 1 of this series, . . .
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