Virtus Wealth Management
2535 East Southlake Boulevard, Southlake, TX 76092
Hours open
Monday:
8:30 AM - 5:00 PM
Tuesday:
8:30 AM - 5:00 PM
Wednesday:
8:30 AM - 5:00 PM
Thursday:
8:30 AM - 5:00 PM
Friday:
8:30 AM - 3:00 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
About the Business
Virtus Wealth Management is a finance institution located at 2535 East Southlake Boulevard in Southlake, Texas. As independent financial advisors, we focus on developing long-term strategies for our clients to prepare for a financially-secure future, managing risk and looking at the big picture rather than short-term gains. Our mission is to provide innovative, sophisticated, and highly customized wealth management solutions that address all aspects of our clients' finances. We tailor our services to meet each client's specific needs and goals. Our firm was formed in 2016 through a merger of two well-established Texas wealth management firms. We believe in educating, empowering, and involving our clients in the planning of their financial futures, regardless of their age, life stage, or financial situation. We operate under a fiduciary standard, ensuring that we always act in our clients' best interests. Our services include financial advice, estate planning, investing strategies, retirement planning, risk management, asset management, and personalized service. Join us in a community of individuals who value character, excellence, and worth in their wealth management. Contact us to learn more about how we can help you achieve your financial goals.
Reviews
"I worked with Charles Elhoff and the Virtus Wealth Management team for a combined 20 years. They have the best team who places the client’s interest first. The staff is exceptional, and great to work alongside."
"Our family has been a client of Chuck Elhoff's for forty years. We have been completely satisfied with his Availability, Affability, and Ability. We really appreciate the multiple times he made house calls to our parents home and reviewed the management of their estate as our parents got older. The additional financial tools that were provided when Chuck joined Virtus Wealth Management has brought our family a stronger sense of financial security and confidence as we look forward to the future. Gordon McAdams"
"I have been a client for over 40 years. We always have great discussions about my investment goals. They respectfully listen, discuss and advise me on the best course of action to meet my goals! I have been hear long term because I feel it is always a win- win relationship!"
"I have had a wonderful experience partnering with Virtus Wealth Management for the last 15 years. Brian worked diligently with my family to plan for our future and manage our assets, and when my husband passed away, his staff provided emotional comfort, guidance through the process, and continue to support my needs now. Virtus Wealth Management is a true, full service, wealth and life management firm."
"I want to recognize the incredible staff and the top notch company of Virtus Wealth Management. They always make us feel special and take care of us like we are family. Braedan Hudson is always making sure our financial plan is on track and is concerned for us genuinely. We also had them do our taxes this year and Prestyn Tillotson was nothing short of amazing. Everything was so professional and she was so easy to work with and made it a great experience. The gang over at Virtus is 5 stars all the way. Billy W."
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