What Makes Us Different?
We think long-term—not transactional. Tell us your financial objectives and what keeps you up at night. And while you’re at it, let us know your aspirations, family concerns, philanthropic interests, and what you’re passionate about. We want to know you as more than a client and we want you to see us as more than a financial advisor. From there, we can create a clear roadmap for your financial future with investments that are tied to your overall strategy.
Support From Experienced Professionals
Vargas Wealth Management is an independently owned firm aligned with LPL Financial, one of the leading financial services companies and the largest independent broker/dealer in the nation (as reported by Financial Planning magazine, June 1996-2016, based on total revenue). LPL is focused on providing their advisors with the tools, training, and support they need to offer professional advice and quality products and services to their clients. Aligned with LPL, we’re dedicated to the same, but we’re able to offer personalized, face-to-face service from a partner you know and trust. Think of it as getting all the benefits of a big firm without feeling like a number.
Once we understand you and your needs, we can give you tailormade and objective recommendations designed to get you where you want to be. We’re personally invested in our clients’ lives and we want to engage with you early and often. Along the way, let’s remember to enjoy the journey.
So we’ll keep you posted on the progress of your goals; you tell us about your child’s graduation, your new business venture, and your recent trip to Europe. We’re only successful if we’ve helped our clients reach their goals and helped them lead a more fulfilling life along the way.
Health & Wealth
Our Health & Wealth corporate philosophy is born out of our belief that riches are more than just money in your account. True wealth, we feel, is financial freedom plus taking steps to ensure your spiritual, physical, intellectual, and emotional health.
Wealth Is not his that has it, but his that enjoys it. - Benjamin Franklin