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Vargas Wealth Management LLC
Vargas Wealth Management is a Denver-based financial advisory firm dedicated to helping clients balance their present lifestyle with future financial goals. Founded by Laurie Barela, CFP®, the firm offers personalized financial planning and investment management services tailored to individuals, families, and business owners.
Their comprehensive approach includes retirement planning, investment strategies, estate planning, insurance solutions, and tax planning . Utilizing tools like WealthVision, clients gain access to real-time financial data, budgeting resources, and progress tracking towards their goals. As an independent firm aligned with LPL Financial, Vargas Wealth Management emphasizes trust, transparency, and long-term relationships, aiming to serve as a “family CFO” for their clients.