Virtus Wealth Management

Specialties

Who is Virtus Wealth Management?

We are a full service wealth management firm partnering with clients to help protect and enhance their financial assets and standard of living.

What does Virtus Wealth Management provide?

We provide sound investment planning advice with regard to taxes, investments, insurance, estate planning, pensions, retirement, capital need analysis, business succession planning, asset management and general financial advice. We help provide peace of mind investing. We focus on your financial health so you can focus on living your life.

Who do we provide our services to?

Individuals and entrepreneurs.

Who can benefit the most from our services?

Any client with a current financial, tax or investment problem or someone who would like to plan appropriately for their financial future.

What is a financial review?

A review of your financial situation, taking into consideration your goals and objectives for the future focusing on areas such as income tax plan

History

Established in 2001.

Brian Tillotson founded Virtus Wealth Management in 2001 to help people reach their financial goals through a detailed understanding of the clients’ values and objectives. Since 2001, Brian and Virtus Wealth Management have served their clients with innovative and sound practical financial strategies with a priority placed on the clients’ goals.

Meet the Business Owner

Brian T.

Business Owner

Brian Tillotson is an investment professional with more than 24 years experience in financial management. He graduated from The University of North Texas with a BBA in Finance.

Brian founded Virtus Wealth Management in 2001 to help people reach their financial goals. Brian and VWM have served their clients with innovative and sound practical financial strategies with a priority placed on the clients’ goals.

Brian has hosted «Your Money, Your Retirement» On CNN Radio, been a guest on BBC radio, was one of 150 advisors nationwide to be invited and participate in a retirement program at The Wharton School of Business, received an Art of Leadership Award and has been a financial columnist for the Southlake Times. Brian has been educated in wealth management strategies at both the University of Chicago’s Booth School of Business and University of Pennsylvania’s The Wharton School; ranked numbers 1 and 3 respectively on the 2011 Bloomberg Businessweek list of full-​time MBA programs.