Charles Elhoff
- Role
- Founding Partner, Wealth Advisor at Virtus Wealth Management
- Location
- Dallas-Fort Worth, TX, US
- LinkedIn followers
- 500 followers
About Charles Elhoff
Chuck Elhoff establishes valued partnerships with the executives, surgeons, business…
Experience
Founding Partner, Wealth Advisor
Sep 2016 — Present
Virtus Wealth Management was established in 2001 by Brian and Amy Tillotson and EFC Advisors was established by Charles Elhoff in 1974. The firms merged to form V&E Wealth Management in 2016 and then went back to the established name of Virtus Wealth Management in 2018. At Virtus Wealth Management we truly care about transforming our clients’ long-term dreams into realities. However, 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 you 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. Virtus Wealth Management is an independent wealth management firm with no proprietary products or investments, thereby offering the strategies best 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. For a list of states in which we are registered to do business, please visit us at
Skills
- Team Building
- 401k’s
- Asset Protection
- Estate Tax Planning
- Long Term Care
- Life Insurance Planning
- Tax Free Retirement Income
- Executive Employee Benefits
- Certified Financial Planner
- Strategic Financial Planning
- Oil & Gas Industry
- Cost Recovery Strategies
- Business Planning
- Disability Insurance Planning
- Maximizing Protection
- Executive Tax Planning
- Alternative Investments/Hedge Funds
- S Corporations
- Public Speaking
- Financial Planning
- Investment Advisory Services
- Insurance
- Real Estate
- High Net Worth Professionals
- Retirement Planning
- Strategic Planning
- New Business Development
- Partnership Taxation
- Separate Managed Accounts
- Wealth Preservation
- Integrity
- Personal Financial Planning
- Comprehensive Financial Planning
- Small Business
- Corporate Tax Planning
- Strategic Partnerships
- Customized Financial Planning
- Fixed Annuities
- Employee Benefits Tax Planning
- Tax Recapture Strategies
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.