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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.

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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

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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Disclosures Disclosures Disclosures! Who Broke The Code?

Disclosures Disclosures Disclosures! Who Broke The Code?

We individuals, including me, are inundated with disclosures from various financial institutions, including from my own firm. The disclosures are . . .
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Should You Own Bonds? (Part 1)

Should You Own Bonds? (Part 1)

Depends. How is that for an answer? It is important to understand the big picture and to not get caught . . .
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SALARIES, COMMISSIONS, FEES…WHY?

SALARIES, COMMISSIONS, FEES…WHY?

So much is written and advertised about compensation in all industries. At the bottom of all these discussions is the . . .
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WHAT NOW? 3 Occasions When Your Income Stops

WHAT NOW? 3 Occasions When Your Income Stops

We all go about our merry ways, but I suggest we need to be cognizant that our income can stop, . . .
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Empty Nester Guide – Financial Tips (Part 2)

Empty Nester Guide – Financial Tips (Part 2)

Welcome to Part 2 of our Empty Nester Guide – Financial Tips.  From my experience, these Financial Tips take longer . . .
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Tax Season: Important Dates, Deadlines & Figures

Tax Season: Important Dates, Deadlines & Figures

It’s hard to believe that tax season is here already.  In an effort to help our clients be prepared, we . . .
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