Virtus Wealth Management
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2535 E Southlake Blvd # 100
Southlake, TX 76092 - 817-717-3812
Hours
Chamber Rating
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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
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.
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
Ratings and Reviews
Virtus Wealth Management
Overall Rating
Overall Rating
( 9 Reviews )Barbara McCarver on Google
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.
Kirk Peterson on Google
Brian and the Virtus Wealth team have done a great job of growing our savings, communicating clearly, and giving solid advice.
Leigh McAdams on Google
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
Thomas Dawson on Google
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!
Bryan Booker on Google
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.
Overall Rating
Overall Rating
( 9 Reviews )Write a Review
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