Virtus Wealth Management
As a client of Virtus Wealth Management, you join a community of individuals who are, or want to be, educated, empowered and involved in the planning of their financial futures. Our advisors establish valued partnerships with the individuals, professionals, multi-generational families, and business owners they work for. Through this partnership, we can provide you the means to actively participate in a holistic approach to your finances that seeks to maximize the efficiency of your wealth. With over 100 years of collective experience, we have learned that wealth management is much more than managing assets. That is why we provide a holistic approach, in order to bring simplicity and confidence to our clients’ lives. Our experienced and innovative team of advisors are specialized in tax planning, estate planning, retirement/cash flow planning, life and disability insurance, pensions, IRA/401(k) rollovers, roth conversions, as well as portfolio management. To learn more about our team and how we can help you, we offer complimentary consultations. If you are interested in a second opinion, we provide professional, written reviews for a nominal fee. To schedule, give us a call at (817) 717-3812 or visit our website at Disclosures: Virtus Wealth Management is an independent wealth management firm with no proprietary products or investments, enabling us to offer tailored strategies well suited to the needs of our clients, not others. Securities offered through LPL Financial, Member SIPC. 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 and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit
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Verified contacts
9
available on Kipplo
LinkedIn employees
8
1 to 10 range
Open roles
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Distinct roles
9
indexed titles
Tech stack
2
tools in use
Monthly traffic
97
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Decision-makers and verified team members
9 contacts with verified email or phone · masked until revealed.
- PT
Prestyn Tillotson
Tax Consultant · Finance & Accounting
EmailPhone - CE
Charles Elhoff
Founding Partner, Wealth Advisor · Other
EmailPhone - JZ
John Zhang
Principal Financial Adviser · Finance & Accounting
EmailPhone - JH
Josh Hubman
Director of Financial Modeling · Finance & Accounting
EmailPhone - KS
Karen Spence
Wealth Advisor Finnancial Planner Tax Planner Insurance Planner · Other
EmailPhone - KA
Kayla Andrews
Client Specialist · Customer/Client Service
EmailPhone - BT
Brian Tillotson
Owner Wealth Advisor Financial Planner Tax Planner · Other
EmailPhone
Showing 7 of 9 verified contacts
Top roles at Virtus Wealth Management
9 distinct titles indexed · top 9 shown.
- 1client specialist
- 1director of financial modeling
- 1founding partner, wealth advisor
- 1manager of customer service
- 1marketing associate
- 1owner wealth advisor financial planner tax planner
- 1principal financial adviser
- 1tax consultant
- 1wealth advisor finnancial planner tax planner insurance planner
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