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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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CDs … All The Rage?

CDs … All The Rage?

Policy tightening from the Fed pushed yields on cash-like instruments to their most attractive...

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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

Do Higher Interest Rates Spell Doom For the Markets?

Do Higher Interest Rates Spell Doom For the Markets?

January 2022 ended up being a volatile month for the markets. The NASDAQ hit the official correction level (when a . . .
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The Biggest Mistakes People Make When Choosing a Financial Advisor

The Biggest Mistakes People Make When Choosing a Financial Advisor

Everyone could benefit from the expertise of a well-educated and experienced financial advisor. However, not all financial advisors are created . . .
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7 Tips to Find a Great Financial Advisor

7 Tips to Find a Great Financial Advisor

When you’re looking for a great financial advisor, you want to choose someone who can give you sound advice when . . .
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How Often Should You Meet with Your Financial Advisor?

When people have a financial advisor to help them manage their money and help with financial planning, many wonder how . . .
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Estate Plan for Me/Us? What Estate?

Estate Plan for Me/Us? What Estate?

The first time I heard the term “estate plan”, I was married with a baby and living in a rental . . .
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What Happens When A Loved One Passes Away?

What Happens When A Loved One Passes Away?

Having a financial advisor can help you prepare for and persevere through the passing of your loved one. Sadly, we . . .
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Where are the People Who Want to Work?

“If there is unemployment in America, it is because the unemployed do not want to work.” Henry Ford A quote . . .
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Evaluating Institutional Money Managers

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A Potentially Big Financial Mistake

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What Is A Portfolio Stress Test And Why Is It Important?

Investing Success May Lead To Complacency; Complacency Leads To Over-Confidence “The stock market is the story of cycles and of . . .
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