CUI Wealth Management Is Now Varro Capital Group

Utah retirement plan advisory firm adopts a new name after nearly a decade of serving plan sponsors and business owners.

SALT LAKE CITY, UTAH — July 31, 2026 — CUI Wealth Management has rebranded as Varro Capital Group, marking the next chapter for a Utah-based retirement plan advisory and wealth management firm that has served plan sponsors and business owners for nearly 10 years.

The change is a name and identity change only. The same team, the same advisors, and the same fiduciary process remain in place. Client accounts, service agreements, and account numbers are unaffected, and no client action is required.

Why the Change

The firm's work has evolved well beyond the name it started with. Varro Capital Group advises employer-sponsored retirement plans across Utah and the Mountain West, and the new brand reflects both the scope of that work and the firm's growth plans.

The name draws on Marcus Terentius Varro, the Roman scholar known for organizing vast bodies of knowledge into systems others could actually use — a fitting reference for a firm built around disciplined fiduciary process.

The firm's brand promise: Build People. Build Wealth.

“The name changed. Nothing about how we serve plan sponsors did. We spent a decade building a fiduciary process that stands up to scrutiny. Varro is the brand that carries it forward as we grow.”

— Michael Sayre, CPFA®, AIF®, Founder and Managing Advisor, Varro Capital Group

What Varro Capital Group Does

Varro Capital Group serves plan sponsors, HR leaders, and business owners with:

•       Fiduciary process governance — documented, repeatable, and audit-ready

•       Investment selection and monitoring for plan lineups

•       Employee education delivered on an ongoing schedule

•       Plan performance, compliance, and benchmark reviews

•       Plan conversions and recordkeeper/TPA transitions

•       Wealth management for business owners, executives, and plan participants

Clients continue to have access to the firm's proprietary tools, including the Fiduciary Briefcase client portal and the Fiduciary Diagnostic™ Report.

What Clients and Partners Should Know

• Advisory team and service model - Unchanged

• Accounts, agreements, account numbers - Unchanged

• Broker-dealer and RIA relationship - Unchanged

• Website - vcgwealth.com

• Email addresses - New Varro addresses; mail to prior CUI Wealth addresses continues to be received

• Client action required - None

Clients with questions are encouraged to contact their advisor directly.