Welcome to Argent where our mission is to be the most client centric wealth advisor. We are an independent-minded and employee owned business where individuals and families experience truly comprehensive and personal wealth management services. Our advice is based on deep experience in investment management, estate, tax and financial planning.
At Argent, behind every business decision is a single core belief: Do what's best for our clients. From continuing training of our team on the latest estate and tax strategies and implementing state of the art investment research technology to discovering better ways to improve client service, it's all about our clients.
At Argent, behind every business decision is a single core belief: Do what's best for our clients. From continuing training of our team on the latest estate and tax strategies and implementing state of the art investment research technology to discovering better ways to improve client service, it's all about our clients.
Services
Our firm is steeped in a tradition of client service and personal relationships. We built these relationships over a 30-year period devoted to helping individuals and their families achieve their financial goals. We are experienced and knowledgeable fiduciaries and always have been. We have been an independent-minded, fee-only investment advisor since our founding.
At Argent you will find deep knowledge across all wealth management disciplines that allows us to create a total and complete wealth management solution for you. We leverage our experience in all disciplines and work as a team to bring comprehensive solutions to you. Our advisors strive to deliver a plan that integrates your investments with your retirement, tax and estate plan.
As dedicated partners and trusted advocates of your wealth, we take a team approach that combines our knowledge, experience, perspectives and insights to provide fully integrated wealth management solutions. We build integrated wealth planning solutions to meet your needs now, and for generations to come.
Our onboarding process is a vital part of ensuring we understand your current situation as well as opportunities and challenges. We begin the process by getting to know you. First, we are in the relationship business and nothing can replace face-to-face conversations. We develop a strong understanding of your goals, priorities, values and financial situation and risk tolerance through a detailed conversation and discussion.
Having invested on behalf of clients for over a quarter of a century, the investment professionals at Argent Wealth Management have a tremendous amount of experience and knowledge. Our investment management team uses traditional and alternative investment strategies to construct diversified portfolios to provide superior risk-adjusted returns in any market environment.
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