Varga Investment Platform

Our proprietary online wealth management platform. With as little as a $5,000 investment, we can provide you smart, automated investment strategies in a broadly diversified portfolio.

Private Wealth Management

Do you have a more complex situation? Do you favor human interaction? Whether it's helping you create a financial plan, provide for the needs of your business, or manage a sophisticated portfolio, we've got you covered.

Institutional Investments

We offer institutional advisory services to a diversified group of clients including pensions, profit sharing plans, endowments, foundations and hedge funds.

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Strategies to Grow, Protect, and Transfer Wealth.

Our comprehensive financial plan revolves around goal-based planning and may include any combination of Investment Planning, Retirement Planning, Education Planning, Tax Planning, Insurance Planning and Estate Planning.

The Better We Know You, The More We Can Do.

Tell us about yourself. What is your current financial situation? What are you investing for? Retirement? Business goals? Special purchase? We can help you determine an appropriate asset allocation and build a portfolio to meet your objectives. For certain high net-worth or institutional investors we may assist you on focused management of a single asset class. We provide ongoing investment management, continuous portfolio optimization, and regular client check-ups to keep you on the right track.

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Ready to begin investing?

Get Started with the Varga Investment Platform.