Charles Elhoff, Jr. Cfp, Chfc, Clu Email & Phone Number

Southlake, Texas, Us

Virtus Wealth Management was established in 2001 by Brian and Amy Tillotson and EFC Advisors was established by Charles Elhoff in 1974. The firms merged to form V&E Wealth Management in 2016 and then went back to the established name of Virtus Wealth Management in 2018.At Virtus Wealth Management we truly care about transforming our clients’ long-term dreams into realities. However, we believe it can only be accomplished through mutual participation and limiting our clientele to those willing to be involved in the process. We will do everything within our power to encourage, empower, and educate you so that together we succeed. We pride ourselves on providing an atmosphere of trust and warmth, which we believe encourages communication and results in a successful partnership. Virtus Wealth Management is an independent wealth management firm with no proprietary products or investments, thereby offering the strategies best suited to a client’s needs. We provide professional financial planning advice with regard to taxes, investments, insurance, estate planning, pensions, retirement planning, IRA rollover, capital needs analysis, business succession planning, asset management, and general financial advice. Most importantly, we focus on your financial goals so you can focus on living your life. For a list of states in which we are registered to do business, please visit us at www.VirtusWealth.com

Arlington, Texas, Us

EFC Advisors has more than $150 million of life insurance in force and over $100 million of client's money invested. Financial services have expanded to include insurance counseling through some of the world's largest financial institutions, asset management with some of the largest institutional money managers, estate planning, asset protection, personal trust services and comprehensive problem solving for the wealthy. Specialties: High income/high net worth professionals, business owners and executives with incomes of $300,000+ and/or assets of $2,000,000+, with some exceptions.Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section. 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 Financial and have not been reviewed by LPL Financial as to accuracy or completeness.