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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.


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.

We’ve Moved and More!

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  • We’ve Moved and More!

by | Apr 12, 2018

It is with great anticipation and pleasure we inform you that on April 6, 2018, the offices of V&E Wealth Management will be consolidating and relocating to a larger, more accommodating place of business. Our new location is at 2535 East Southlake Boulevard, Suite 100, Southlake, Texas 76092, located in the same center as our current Southlake office location. We will be keeping the same phone numbers, so you can continue to contact us at either (817) 717-3812 or (817) 795-1095.

Additionally, our company will now conduct business under the established name of Virtus Wealth Management. Presenting ourselves under this established name removes any confusion and unintended association with the non-affiliated law firm of Vinson & Elkins.

V&E Wealth Management was founded as a merger of Virtus Wealth Management and EFC Advisors. The strategic partnership of Brian Tillotson and Charles Elhoff strengthened the company’s mission to provide clients with a holistic approach to their finances by adding more experience and expertise in different aspects of wealth management. This merger and partnership of Brian and Charles, their mission, and core values will not change as we reintroduce the name Virtus Wealth Management.

Moving forward, we are now ONE company, conducting business at ONE location with ONE mission: to educate, empower and partner with you, our client, in order to maximize the efficiency of your wealth and assist you in attaining your financial goals.

The consolidation of our two offices will result in greater efficiencies and strengthen the exceptional customer service we strive to provide you. Our new location offers improved accessibility with offices on the ground floor and reserved parking spots for our guests. Plus, we expect you will enjoy meeting with us in our new, more spacious and comfortable conference room.

Your loyal business and support are the main reasons we have grown so much over the years. We are looking forward to continuing to strengthen our partnership in this new location. Please do not hesitate to contact us if you have any questions or concerns.

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