Virtus Wealth Management

Virtus Wealth Management
  • 2535 E Southlake Blvd # 100
    Southlake, TX 76092
  •   817-717-3812

Hours

Wednesday:
8:30 AM - 5:00 PM
Thursday:
8:30 AM - 5:00 PM
Friday:
8:30 AM - 3:00 PM
Saturday:
Closed
Sunday:
Closed
Monday:
8:30 AM - 5:00 PM
Tuesday:
8:30 AM - 5:00 PM

Chamber Rating

Verified Member
5.0 - (9 reviews)
9
0
0
0
0
Read Our 9 Reviews

Chamber Rating

Verified Member
5.0 - (9 reviews)
9
0
0
0
0
  • Barbara McCarver

    I worked with Charles Elhoff and the Virtus Wealth Management team for a combined 20 years. They have the best team who places the clients interest first. The staff is exceptional, and great to work alongside.
    Jul 15th, 2023

  • Kirk Peterson

    Brian and the Virtus Wealth team have done a great job of growing our savings, communicating clearly, and giving solid advice.
    Jun 7th, 2023

  • Leigh McAdams

    Our family has been a client of Chuck Elhoff's for forty years. We have been completely satisfied with his Availability, Affability, and Ability. We really appreciate the multiple times he made house calls to our parents home and reviewed the management of their estate as our parents got older. The additional financial tools that were provided when Chuck joined Virtus Wealth Management has brought our family a stronger sense of financial security and confidence as we look forward to the future. Gordon McAdams
    May 10th, 2023

  • Thomas Dawson

    I have been a client for over 40 years. We always have great discussions about my investment goals. They respectfully listen, discuss and advise me on the best course of action to meet my goals! I have been hear long term because I feel it is always a win- win relationship!
    May 10th, 2023

  • Bryan Booker

    While I've only been a client for 10 months, the transition from my prior Financial company was handled extremely professionally and efficiently. Since the transition, communications have been excellent and the entire staff is engaged in making sure the client is well taken care of, providing quick and accurate answers to the questions I've posed.
    Apr 28th, 2023

Read Our 9 Reviews

About
Virtus Wealth Management

As a client of Virtus Wealth Management, our mission is to provide innovative, sophisticated and highly customized wealth management solutions that address all facets of your finances.We work in a consultative approach with individuals, families, and business owners to assist with retirement planning, financial risk management, guidance on concentrated stock positions, traditional investments and estate planning services, while working with your other professionals.

Contact Info

Services

  • 401k rollovers
  • Estate planning
  • Risk management
  • Tax planning
  • Wealth management

Payment Methods

  • Cash
  • AMEX
  • Discover
  • MasterCard
  • Visa

Questions & Answers

Q What is the phone number for Virtus Wealth Management?

A The phone number for Virtus Wealth Management is: 817-717-3812.


Q Where is Virtus Wealth Management located?

A Virtus Wealth Management is located at 2535 E Southlake Blvd # 100, Southlake, TX 76092


Q What is the internet address for Virtus Wealth Management?

A The website (URL) for Virtus Wealth Management is: https://www.virtuswealth.com/locations/virtus-wealth-management-southlake-tx/


Q How big is Virtus Wealth Management?

A Virtus Wealth Management employs approximately 6-10 people.


Q What days are Virtus Wealth Management open?

A Virtus Wealth Management is open:
Wednesday: 8:30 AM - 5:00 PM
Thursday: 8:30 AM - 5:00 PM
Friday: 8:30 AM - 3:00 PM
Saturday: Closed
Sunday: Closed
Monday: 8:30 AM - 5:00 PM
Tuesday: 8:30 AM - 5:00 PM


Q How is Virtus Wealth Management rated?

A Virtus Wealth Management has a 5.0 Star Rating from 9 reviewers.

Hours

Wednesday:
8:30 AM - 5:00 PM
Thursday:
8:30 AM - 5:00 PM
Friday:
8:30 AM - 3:00 PM
Saturday:
Closed
Sunday:
Closed
Monday:
8:30 AM - 5:00 PM
Tuesday:
8:30 AM - 5:00 PM

Ratings and Reviews
Virtus Wealth Management

Overall Rating

Overall Rating
( 9 Reviews )
9
0
0
0
0
Write a Review

Barbara McCarver on Google

image I worked with Charles Elhoff and the Virtus Wealth Management team for a combined 20 years. They have the best team who places the clients interest first. The staff is exceptional, and great to work alongside.

Business Response on Google Jul 23rd, 2023
Thank you so much Barbara for your review, we appreciate you!

Kirk Peterson on Google

image Brian and the Virtus Wealth team have done a great job of growing our savings, communicating clearly, and giving solid advice.

Business Response on Google May 27th, 2023
Thank you so much Kirk, we appreciate you!

Leigh McAdams on Google

image Our family has been a client of Chuck Elhoff's for forty years. We have been completely satisfied with his Availability, Affability, and Ability. We really appreciate the multiple times he made house calls to our parents home and reviewed the management of their estate as our parents got older. The additional financial tools that were provided when Chuck joined Virtus Wealth Management has brought our family a stronger sense of financial security and confidence as we look forward to the future.
Gordon McAdams

Business Response on Google May 21st, 2023
Thank you so much Gordon, we appreciate you!

Thomas Dawson on Google

image I have been a client for over 40 years. We always have great discussions about my investment goals. They respectfully listen, discuss and advise me on the best course of action to meet my goals! I have been hear long term because I feel it is always a win- win relationship!

Business Response on Google May 14th, 2023
Thank you so much, we appreciate you!

Bryan Booker on Google

image While I've only been a client for 10 months, the transition from my prior Financial company was handled extremely professionally and efficiently. Since the transition, communications have been excellent and the entire staff is engaged in making sure the client is well taken care of, providing quick and accurate answers to the questions I've posed.

Business Response on Google Apr 28th, 2023
Thank you so much Bryan, we appreciate you!

Load More Reviews

Overall Rating

Overall Rating
( 9 Reviews )
9
0
0
0
0

Write a Review

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