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.
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.
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.
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.
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.
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.
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.