June 25, 2019 9:48 AM ET

Capital Markets

Company Overview of V&E Wealth Management

Company Overview

V&E Wealth Management provides wealth management strategy services for individuals and entrepreneurs in the Dallas-Fort Worth metroplex. It offers professional financial planning advice services with regard to taxes, investments, pensions, retirement planning, IRA rollover, capital needs analysis, business succession planning, risk management, financial independence, accredited investor syndicate, ROTH conversion, asset management, insurance, estate planning, and general finance. The company was formerly known as Virtus Wealth Management. As a result of its acquisition by EFC Advisors LLC, Virtus Wealth Management's name was changed. The company was founded in 2001 and is based in Southlake,...

2435 East Southlake Boulevard

Suite 120

Southlake, TX 76092

United States

Founded in 2001





Key Executives for V&E Wealth Management

Vice President
Compensation as of Fiscal Year 2018.

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