While saving builds a foundation, investing promotes growth. Take a look at an article my colleague, Karen, wrote on saving versus investing.
Virtus Wealth Management
Financial Services
Southlake, Texas 121 followers
Keeping you educated, empowered and involved in the planning of your financial future...
About us
As a client of Virtus Wealth Management, you join a community of individuals who are, or want to be, educated, empowered and involved in the planning of their financial futures. Our advisors establish valued partnerships with the individuals, professionals, multi-generational families, and business owners they work for. Through this partnership, we can provide you the means to actively participate in a holistic approach to your finances that seeks to maximize the efficiency of your wealth. With over 100 years of collective experience, we have learned that wealth management is much more than managing assets. That is why we provide a holistic approach, in order to bring simplicity and confidence to our clients’ lives. Our experienced and innovative team of advisors are specialized in tax planning, estate planning, retirement/cash flow planning, life and disability insurance, pensions, IRA/401(k) rollovers, roth conversions, as well as portfolio management. To learn more about our team and how we can help you, we offer complimentary consultations. If you are interested in a second opinion, we provide professional, written reviews for a nominal fee. To schedule, give us a call at (817) 717-3812 or visit our website at www.virtuswealth.com. Disclosures: Virtus Wealth Management is an independent wealth management firm with no proprietary products or investments, enabling us to offer tailored strategies well suited to the needs of our clients, not others. Securities offered through LPL Financial, Member SIPC. Investment advice offered through Level Four Advisory Services, a registered investment advisor. Level Four Advisory Services and Virtus Wealth Management are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit www.virtuswealth.com
- Website
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http://www.virtuswealth.com
External link for Virtus Wealth Management
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Southlake, Texas
- Type
- Privately Held
- Founded
- 2001
- Specialties
- Wealth Management, Financial Planning, Tax Planning, Risk Management, Estate Planning, Asset Management , Retirement Planning, IRA and 401(k) Rollover, ROTH Conversion, Asset Protection, Life Insurance, Disability Insurance, Long Term Care Insurance, Social Security Planning, Medicare Planning, Business Succession Planning, Capital Needs Analysis, and Pension Advice
Locations
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Primary
Get directions
2535 E Southlake Blvd
Suite 100
Southlake, Texas 76092, US
Employees at Virtus Wealth Management
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Charles Elhoff, Jr. CFP, ChFC, CLU
Founding Partner, Wealth Advisor at Virtus Wealth Management
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Brian Tillotson, CPWA®
Founding Partner, Certified Private Wealth Advisor℠ at Virtus Wealth Management
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Prestyn Tillotson
Tax Associate and Director Of Communications at Virtus Wealth Management
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Josh Hubman, CFP®
Director of Financial Modeling at Virtus Wealth Management
Updates
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In today's uncertain financial world, smart investors are looking for safe places to put their money. Karen wrote an article that brings insight into the advantages of Certificates of Deposits.
Should You Buy Into the Hype of CDs? | Should I Invest in Certificates of Deposit?
virtuswealth.com
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With elections coming up, you may have some questions about how it will affect the financial market. Karen has written an article about what you may be able to except in election year 2024.
Which Political Party is Better for Investors? | Politics and Investing
virtuswealth.com
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The finance world can sometimes be a hard world to understand. This month's article is about the ups and downs that is the roller coaster of stability in investments.
Navigating Financial Roller Coasters: Stability in Investments
virtuswealth.com
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What lies ahead for the year 2024? We've got a simple guide to what's coming up in the financial market. In this article, we're going to give you the rundown on what the expectations are for this year's market.
2024 Market Expectations | What Are Experts Saying About 2024
virtuswealth.com
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The tax due date is only one month away and creeping up fast! If you're a client and wondering when you will receive your tax documents, read our latest Virtus View here: https://buff.ly/49SoSl7 Don't forget that Prestyn at Virtus Tax Strategies can help you with all your tax preparation needs. You can call her at (817)778-8270 or email ptillotson@virtustax.com.
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In today's complex financial landscape, choosing the right financial firm to entrust with your wealth and financial well-being is crucial. While large financial institutions may offer a range of services and resources, there are compelling reasons to consider working with Virtus Wealth Management. Karen wrote a passage about the core values and principles of our service-oriented firm.
10 Reasons to Partner with Virtus Wealth Management | Planning for the Future
virtuswealth.com
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Whether you're planning for retirement, saving for your children's education, or simply seeking to grow your wealth, Virtus Wealth Management offers tailored guidance to help you make informed decisions and achieve your financial aspirations. By offering a comprehensive suite of services tailored to your unique needs and circumstances, we serve you as your trusted partner on the journey toward financial success and security.
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Throughout all stages of life, financial services play a vital role in helping individuals manage their finances, achieve their goals, and navigate life's uncertainties. It's essential to continually evaluate and adjust financial plans as circumstances change and new opportunities arise. Here are a few services we offer to help you through every stage:
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What makes a good financial advisor? One of our Advisors, Karen, wrote an article on the top 10 qualities to look for when searching for a new financial professional to help you maximize the efficiency of your wealth. Read more on the Virtus Wealth blog!
10 Reasons to Partner with Virtus Wealth Management | Planning for the Future
virtuswealth.com