Varsity Wealth

Varsity Wealth At Varsity Wealth, we specialize in wealth management, tax planning, retirement planning and financial planning. Posts are not advice.

We are goal-focused and plan-driven, tailoring strategies to the individual.

We’re proud to recognize Brian Jones on earning two distinguished designations through The American College of Financial...
08/12/2026

We’re proud to recognize Brian Jones on earning two distinguished designations through The American College of Financial Services: the Tax Planning Certified Professional® (TPCP®) and Retirement Income Certified Professional® (RICP®).

These accomplishments represent more than letters behind a name. They reflect Brian’s continued commitment to deepening his expertise in two areas that are central to the work we do for our clients: strategic tax planning and retirement income planning.

Congrats Brian Jones!

We’re proud to announce the promotion of Zachary Koch to Chief Operating Officer of Varsity Wealth.Zach’s leadership, st...
08/07/2026

We’re proud to announce the promotion of Zachary Koch to Chief Operating Officer of Varsity Wealth.

Zach’s leadership, structure, and commitment to operational excellence have already made a tremendous impact on our firm. In his new role as COO, he will continue building the systems, organization, and accountability necessary to support the next chapter of Varsity Wealth.

As our firm continues to grow, our focus remains the same: delivering an exceptional experience to the families, executives, athletes, and business owners who trust us with their financial lives.

Zach’s leadership will help ensure that as we grow, the standard grows with us.

06/09/2026

Being rich and being wealthy aren’t the same thing.

Rich is having money.
Wealthy is having freedom.

Rich is what people see.
Wealth is what lasts when nobody is looking.

A high income can make you rich. Smart decisions, patience, and intentional planning are what build wealth.

Don’t just chase a bigger paycheck. Build a bigger future.

Trying to predict every market move can distract from what truly drives long-term success. History has shown that invest...
06/06/2026

Trying to predict every market move can distract from what truly drives long-term success. History has shown that investors who stay invested and focused on their goals are often rewarded more than those who constantly chase the perfect entry point.

When you stop living transaction to transaction, you gain the ability to think bigger, plan further, and build intention...
05/29/2026

When you stop living transaction to transaction, you gain the ability to think bigger, plan further, and build intentionally.
True wealth creates options, clarity, and long-term freedom.

Real wealth isn’t about instant gratification.It’s built through patience, intentional decisions, and the willingness to...
05/28/2026

Real wealth isn’t about instant gratification.
It’s built through patience, intentional decisions, and the willingness to think beyond today. The work you do now creates opportunities later.

Freedom isn’t built overnight.It’s created through consistency, sacrifice, and discipline when nobody’s watching. The ha...
05/27/2026

Freedom isn’t built overnight.
It’s created through consistency, sacrifice, and discipline when nobody’s watching. The habits you build today shape the life you’ll live tomorrow.

This Memorial Day, we pause to honor the courage, sacrifice, and legacy of the brave men and women who gave everything f...
05/25/2026

This Memorial Day, we pause to honor the courage, sacrifice, and legacy of the brave men and women who gave everything for our freedom. Their service reminds us that true legacy is built through sacrifice, commitment, and purpose. 🇺🇸

Success can fill a room. Significance can impact generations.The real win is building something that outlives your name ...
05/22/2026

Success can fill a room. Significance can impact generations.

The real win is building something that outlives your name and leaves people better because you were here. ⚜️

05/18/2026

Tax loss harvesting is all about turning market volatility into opportunity. Smart planning today can help create more efficiency for the future. 📈

At Varsity Wealth, we focus on helping clients build strategies designed around long-term goals and intentional decision-making.

Address

2090 Woodrow Street
Mandeville, LA
70448

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 4:30pm

Telephone

+19858713656

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