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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.

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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.

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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

CARES Act Highlights for Individuals and Families

CARES Act Highlights for Individuals and Families

The Coronavirus Aid, Relief, and Economic Security Act, also known as the CARES Act was signed by President Trump on . . .
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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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Planning for Retirement and Choosing a Beneficiary

Planning for Retirement and Choosing a Beneficiary

Retirement planning is about more than planning the fun things you want to do when you earn your freedom from . . .
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Trump Impeachment Hearings: News or Noise for the Stock Market

Trump Impeachment Hearings: News or Noise for the Stock Market

Go to nearly any news website, TV, or radio station and you will most likely be bombarded with updates regarding . . .
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401k Plan Types

401k Plan Types

Retirement. Almost everyone looks forward to retiring from their job to live out the rest of their life on their . . .
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Retirement Planning

Retirement Planning

It’s the one thing that everyone should be doing, but not everyone understands. Planning for retirement is essentially planning to . . .
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5 Financial Lessons from the Dallas Cowboys

5 Financial Lessons from the Dallas Cowboys

Fire up the grill, crack a cold one, and dig your jersey out of the back of the closet because . . .
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The Family Life Guide

The Family Life Guide

This month we wanted to present to you the Family Life Guide – a worksheet we designed to help you gather . . .
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What Does Financial Freedom Mean To You?

What Does Financial Freedom Mean To You?

Millennials have been credited with ruining the English language. For example, in 2013 the definition of the word ‘literally’ was . . .
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Aligning Your Investments and Your Beliefs

Aligning Your Investments and Your Beliefs

A look into socially responsible investing. A popular trend in investing is the aligning of one’s social and environmental views . . .
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