Are you looking for a guide and partner in the ever-more-complex financial world? Do you want the support of professionals to educate you on sound strategies to build and protect your wealth? At DeVargas Wealth Strategies, our mission is to educate, simplify, and advise.
What We Do
DeVargas Wealth Strategies is a holistic financial services firm, incorporating retirement planning, wealth management, insurance and estate services. Headquartered in Denver, Colorado, we have a national reach and a personalized approach.
We pride ourselves in our experience in financial strategies seeking to build and protect wealth for our clients and communities.
Why Work With Us?
At DeVargas Wealth Strategies, your success is our success.
We envision a world where the wants and needs of every client are fulfilled with confidence within the ever changing landscape of the financial service industry.
We do this by thoroughly engaging our clients, from the identification of financial objectives and the strategies to pursue them, to the protection of that which has already been addressed. None of this is possible without a complete understanding of the needs, desires, aspirations and fears of our clients, which is why we spend so much time getting to know you. It’s also why we don’t charge for our initial consultations.
You may ask yourself, why should you work with us?
We work diligently to:
- Ensure that our strategies and services promote YOUR interests first
- Provide “Wall Street” level services with a personalized “Boutique” delivery
- Maintain the highest ethical standards internally and in our partnerships
- Listen intently to the needs and desires of our clients before making suggestions
- Enable our clients and community with the financial knowledge to make decisions
- Provide a foundation of confidence and autonomy in the financial landscape
- Continuously learn and grow in an ever-changing world
- Achieve the highest level of quality service and customer care
Phil DeVargas, CRPS®
REX THATCHER, CFP®, AAMS®
Get In Touch
5445 DTC Parkway
Greenwood Village, CO 80111
Send A Message
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The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states:
AZ, CA, CO, FL, ME, MN, MO, NC, NE, NM, NV, NY, SC, TX, UT, WA and WY.