Varsity Wealth Group is a coast‑to‑coast team of seasoned financial professionals—including wealth management advisors, strategists, and dedicated support staff—bringing together over 50 years of collective experience crafting winning financial outcomes for our clients .
We’re united by our belief in doing things the right way, rejecting the traditional Wall Street model in favor of an exceptional, client-first experience.
What We Do
Our approach is built around a “varsity-level” strategy—comprehensive, custom-built financial solutions tailored to each client:
• Financial Planning
• Asset Management
• Tax Planning
• Estate Planning
• Retirement Planning
• Business & Executive Financial Strategy
