V&E Wealth Management
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.
On behalf of V&E Wealth Management, formerly Virtus Wealth Management and Elhoff and Associates, Chuck Elhoff and Brian Tillotson would like to welcome you to our site. We appreciate you spending your precious time researching our firm. There is a significant amount of information on this site due to people like you looking for answers for specific questions for their situation. To help out, we thought we would direct you to some of our most popular pages. First, is our process. It is a unique process that was created to best help you optimize your total wealth. This process makes us different than other wealth management firms and sets us apart in the age of “asset allocation” and basic planning. . Second, is our focus on tax planning. In today’s environment of high tax rates, tax planning is more important than ever. We work with Crest Tax Pros in providing you with ideas on how you can pay yourself instead of the IRS.
Address: 2435 E. Southlake Blvd, Suite 120, Southlake, TX 76092, USA
Phone: +1 817 717 3812
FAX: +1 817 416 6585
