Virtus Wealth Management has announced the expansion of its financial planning services, strengthening its support for individuals, families, and business owners seeking personalized guidance in wealth management and long-term financial security. The firm, which has built a reputation for offering customized strategies rooted in a client-first approach, is enhancing its role as a trusted financial planner by deepening its suite of services to meet growing demand for comprehensive, strategic financial advice.
The expansion comes as individuals and families across the region continue to navigate complex financial landscapes marked by inflationary pressures, changing tax legislation, market volatility, and shifting retirement expectations. As a financial advisor with extensive experience in private wealth consulting, Virtus Wealth Management recognizes the importance of delivering tailored solutions that respond to the evolving needs of a diverse client base. The latest developments in its offerings include more robust retirement planning tools, multi-generational wealth strategies, and integrated financial goal-setting frameworks.
According to Brian Tillotson, Certified Private Wealth Advisor℠ at Virtus Wealth Management, the firm's objective is to help clients clearly define, prioritize, and achieve their long-term goals through a disciplined, strategic process. “Financial planning today must extend beyond standard investment advice,” Tillotson stated. “We work to understand not just the numbers, but the individual values, aspirations, and responsibilities that shape each client’s financial picture. Our expanded services reflect that commitment.”
The firm’s latest enhancements address key areas including estate planning coordination, risk management strategies, and business succession preparation—domains often underutilized or misunderstood by those without access to experienced financial planners like Virtus Wealth Management. The added capabilities are designed to foster clarity and control for clients while mitigating risk through informed decision-making. By incorporating cash flow analysis, legacy planning, and tax-sensitive investment strategies into its consultations, Virtus Wealth Management aims to fill a critical gap left by more transactional models in the financial services space.
In particular, families seeking intergenerational continuity in their financial plans have expressed increased interest in working with a financial advisor who can bridge the needs of both older and younger generations. Virtus Wealth Management has responded by incorporating family governance discussions and educational components into its planning process. The goal is to ensure not only the preservation of wealth, but also the transfer of financial literacy and shared goals across generations.
The firm’s planning philosophy also places an emphasis on data-informed projections and scenario modeling, tools that have become essential in an unpredictable economic environment. These capabilities allow clients to visualize outcomes based on different variables and to make more confident decisions regarding their financial future. Whether considering the timing of retirement, the funding of educational expenses, or the sale of a closely held business, clients benefit from planning that is grounded in measurable outcomes and real-time adjustments.
Tillotson emphasized the importance of a proactive, rather than reactive, mindset in financial planning. “Many people wait until a life event forces them to take action. Our approach is to anticipate those events before they occur, helping clients create a flexible plan that evolves as life unfolds. It’s about preparation and resilience, not prediction,” he explained.
The firm’s expansion also brings increased accessibility to planning resources for individuals who may have previously believed that working with a financial advisor was reserved for high-net-worth households. With scalable solutions that can be adapted to different levels of financial complexity, Virtus Wealth Management is broadening its reach while maintaining its commitment to personal attention and fiduciary responsibility.
Financial planning, in the firm’s view, is not a one-time event but an ongoing relationship. The fincnacial advisors at Virtus Wealth Management collaborate closely with tax professionals, estate attorneys, and insurance specialists to coordinate a client’s financial life into a coherent, manageable strategy. The newly added services facilitate these multidisciplinary collaborations, ensuring that all aspects of a client’s financial well-being are addressed under a unified plan.
In response to a rise in entrepreneurial activity and small business ownership, the firm has also expanded its business planning services. This includes retirement plan design for businesses, exit strategy planning, and financial coaching for owners navigating liquidity events. These services are designed to reduce the administrative burden on entrepreneurs while equipping them with the strategic foresight needed to safeguard personal and professional assets alike.
Clients also benefit from a planning environment that emphasizes trust, confidentiality, and transparency. The firm’s advisors operate under a fiduciary standard, meaning they are legally and ethically obligated to place the client’s interests above their own. This standard guides all recommendations, from portfolio construction to insurance coverage assessments.
Technology plays a key role in the delivery of the firm’s services. Secure digital platforms allow clients to monitor progress toward goals, communicate with their advisor, and access critical documents from any location. These tools also support regular plan reviews and enable timely updates in response to changes in the client’s life or in market conditions.
As the demand for trustworthy, personalized financial guidance continues to grow, Virtus Wealth Management’s expanded service offering positions the firm as a comprehensive partner for those seeking to plan for their future with confidence. Through a combination of technical expertise, strategic insight, and an unwavering commitment to each client’s success, the firm continues to redefine what it means to be a financial planner in today’s environment.
“Planning is about creating a life of intention,” Tillotson said. “By offering deeper, more dynamic services, we’re helping people take control of their future—not just financially, but holistically.”
Individuals and families interested in exploring a structured, comprehensive approach to managing their financial lives can connect with a financial advisor at Virtus Wealth Management through their website at https://virtuswealth.com/.
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For more information about Virtus Wealth Management, contact the company here:
Virtus Wealth Management
Media Manager
(817) 717-3812
info@virtuswealth.com
2535 East Southlake Blvd., Ste. 100
Southlake, TX 76092
