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Southlake, Texas – (September 1, 2016) — Virtus Wealth Management (“Virtus”), a firm with professionals who specialize in advanced wealth management strategies, and EFC Advisors, LLC, a firm with professionals who specialize in financial planning and risk management, today announced that it has agreed in principal to merge firms. The combined firm delivers experienced and innovative professionals specializing in tax planning, portfolio management, retirement/cash flow planning, risk management, estate planning, divorce and widow transition services, and wealth efficiency testing.
“In our current environment where clients want customized wealth management solutions from experienced professionals, this is a powerful merger that is all about providing better service to our clients,” said Brian Tillotson, President of Virtus Wealth Management. “We are in a world of fast changing regulations, tax laws, and innovated solutions, thus it is imperative that we position ourselves to bring those professionals together who specialize in different areas of wealth management with the goal of providing innovative and current wealth management solutions for our clients.
“Our priority has always been the well-being and security of each and every individual’s portfolio” said Chuck Elhoff, President, EFC Advisors, LLC. “This has been the case for over 35 years and will continue to be the case into the foreseeable future. The merger with Virtus Wealth Management is in keeping with my philosophy of constantly upgrading and taking steps to continue to provide outstanding services to the clientele we are privileged to serve. The continuum of services available from comprehensive financial planning and wealth management through estate planning will continue to be provided. Both firms are strengthened by the merger due to the availability of additional services – most important --- our respective clientele have a deeper bench and remain our top priority.”
The new firm will be named V&E Wealth Management and will retain offices in Southlake and Arlington. The merger will be seamless and clients will not have any disruptions to their current services.
Established in 2001 by Brian and Amy Tillotson, Virtus Wealth Management is an independent wealth management firm with no proprietary products or investments, thereby offering customized strategies well suited to a client’s needs, not company shareholders. We provide professional financial planning advice with regard to taxes, investments, insurance, estate planning, and general finance. Most importantly, we focus on your financial goals so you can focus on living your life.
EFC Advisors LLC helps individuals, families and businesses focus on preservation and wealth strategies. We strive to get your money to work harder for you. The services we offer assist you in all of your personal finance decisions. We offer access to a full array of financial products and services that, as part of your overall plan, can help your goals.
Virtus Wealth Management and EFC Advisors LLC are separate entities from LPL Financial.
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