Services

At Vargas Wealth Management, today is just as important as tomorrow.

You have goals for your financial future and we have a long history of providing the kind of objective, professional, and uncompromising advice that seeks to help you get there. But we also believe in helping you enjoy yourself along the way. And if you don’t know where “there” is, we can help with that too.

Any financial advisor can look at a pie chart and give you advice for the future. Not all of them are invested in their clients’ happiness and engage with them to help them succeed in the future and flourish today.

In our eyes, total financial wellness includes financial freedom and a confident financial future. And after years of developing close personal relationships with our clients, we’ve learned that physical wellness and happiness are also integral to your financial health. Living a long, fruitful life is, afterall, the reason you started saving money in the first place.

FINANCIAL PLANNING

We work with you to address your financial future by building a plan to help you work towards your goals and pointing out potential financial blind spots along the way.

INVESTMENT MANAGEMENT

You earn the money; we’ll help you decide where to put it. Our independent and personalized investment advice is focused on your needs—not ours.

INSURANCE PLANNING

Life insurance, long term care, business succession, key-person coverage, executive benefits, and disability—we can help you with all of it.

TRUST SERVICES AND ESTATE PLANNING

We strive to help you keep the money you make and ensure an efficient distribution of your assets for future generations.*

*LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.