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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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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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There is no predetermined benchmark or criteria that you must reach to let you know it’s time to partner with a financial advisor.

Our History

Our History

Virtus Wealth Management is the product of a 2016 merger between two well-established Texas wealth management firms. With decades of experience, Charles R. Elhoff, Jr. and Brian Tillotson were brought together by a shared desire – to create an enduring partnership of exceptional professionals that clients could rely upon for all facets of their financial needs.

1974

EFC Advisors, LLC was established by Charles (Chuck) Elhoff, CFP®, ChFC, CLU. With a strong focus and expertise in risk management and insurance, Chuck’s mission was to reduce the stress of managing complex financial affairs for the successful individuals, entrepreneurial businesses and professionals he works with.

2001

Brian and Amy Tillotson established Virtus Wealth Management to encourage, empower and educate clients so they can learn more and live better. Brian Tillotson, CPWA®, set out to serve clients with inventive and advanced investment strategies and comprehensive tax and estate planning.

2006

Karen Spence, CRPC®, joined Brian and Amy at Virtus Wealth Management. Known for her attention to detail and her naturally supportive style, Karen focuses on and has a passion for issues facing women in investing and client education.

2015

Virtus Wealth Management gained another advisor with Mark Moore, CFP®. With over 30 years of experience in the financial securities industry, Mark brought a passion for detailed financial planning that made him a valuable resource to the Virtus Wealth Management team.

2016

EFC Advisors, LLC and Virtus Wealth Management agreed, in principle, to merge firms and expertise. Chuck and Brian worked together for many years to assure they have the same core values and mission: to provide you with a holistic approach to your finances by adding more experience and expertise in different aspects of wealth management.

2018

With great excitement, the offices of Virtus Wealth Management relocated to a larger, more accommodating place of business located in Southlake, Texas. The consolidation of our two offices resulted in greater efficiencies and strengthened the exceptional customer service we strive to provide you.

As we reflect on our past and look forward to our future, we want to thank our clients for their continued trust and partnership, as well as all members of the Virtus Wealth Management family who have helped to shape our firm’s culture and personality.