Call for Complimentary Consultation:
Toll Free (866) 407-4320, (817) 717-3812
Wealth Management with Character,
              Moral Strength and Excellence

About Us

To trust someone with your money is to trust them with your future. At V&E Wealth Management, we understand this. Unlike other wealth management firms that may focus on short-term gains or their company goals, we truly care about transforming our clients’ long-term dreams into realities. More importantly, 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 clients 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.

Mission Statement

To strive for continued excellence in helping clients toward obtaining their financial goals based on an in-depth understanding of their values and objectives, and by using sound practical strategies of wealth management.

V&E Wealth Management is an independent wealth management firm with no proprietary products or investments, thereby offering the strategies well 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.   

Based in Southlake and Arlington, TX V&E Wealth Management serves individuals and entrepreneurs throughout the Dallas-Fort Worth metroplex. Contact us today for a complimentary consultation.

Start planning your financial future today. Learn more. Live better.

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Mission Statement
To strive for continued excellence in helping clients toward obtaining their financial goals based on an in-depth understanding of their values and objectives,  and by using sound practical strategies of wealth management.
CONTACT US: 2435 E. Southlake Blvd • Suite 120, Southlake, TX 76092 • (817) 717-3812
Toll Free (866) 407-4320 • Fax (817) 416-6585 • BTillotson@VirtusWealth.com
Securities offered through LPL Financial, Member FINRA/SIPC.
Investment advice offered through Level Four Advisory Serivces, a registered investment advisor.
Level Four Advisory Services and Virtus Wealth Management are separate entities from LPL Financial.
LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states:
Arizona, Arkansas, California, Florida, Georgia, Maryland, Michigan, Minnesota, Missouri, Mississippi, South Carolina, Texas, Washington, The Virgin Islands.
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