Vargas Wealth Management offers personalized financial planning and investment management services, balancing long-term goals with enjoyment of the present.
Vargas Wealth Management, founded in 2009 and based in Denver, Colorado, specializes in comprehensive financial planning and investment management. The firm emphasizes balancing future financial security with present enjoyment, offering personalized strategies for retirement, education, legacy planning, and more.
Services include detailed financial assessments, goal-setting, investment management, and ongoing support to adapt plans as clients' lives evolve.
Personalized financial planning
Balanced approach to future and present
Expert team with diverse credentials
Services
Financial Planning
Comprehensive financial planning to align personal goals with actionable strategies.
Goal settingBudget optimizationCash flow analysis
Investment Management
Tailored investment strategies to support long-term financial objectives.
Strategies to ensure financial security and lifestyle enjoyment in retirement.
Retirement income analysisSocial Security optimizationEstate planning integration
Credentials & Certifications
CFP®
Since 2025
AAMS™
Since 2025
FPQP™
Since 2025
Frequently Asked Questions
How does Vargas Wealth Management balance planning for the future with enjoying life today? +
The firm emphasizes creating a financial plan that supports long-term goals—such as retirement, education, or legacy—while ensuring clients can enjoy their present life without sacrificing confidence and freedom.
What is the role of policy and momentum in the 2026 market outlook? +
LPL Research’s 2026 Outlook highlights that fiscal and monetary policy decisions, rather than traditional business fundamentals, will drive market direction, leading to volatility and significant price fluctuations. Investors should remain patient and consider non-correlated alternative investments.
What credentials do the team members at Vargas Wealth Management hold? +
Laurie Barela holds a CFP® designation, Austin Whitcher is an AAMS™ certified Financial Advisor, Kelsey Odey is an FPQP™ Paraplanner, and Andrea Garcia serves as Operations Manager.
