Many Argent Wealth Management clients have a strong commitment to philanthropy. Our role is to help you create customized charitable giving solutions to maximize tax benefits and the personal satisfaction that comes with giving.
We identify the most appropriate strategies, including donor advised funds, private/family foundations, direct cash/stock gifts, and charitable trusts. In addition, we help you select the most appropriate assets (e.g. common stock, other highly appreciated assets, stock options) to fulfill your charitable goals in the most tax-sensitive manner possible.
Contact us to speak with an Argent Wealth Management financial advisor. Our team is here to help you create an effective strategy for charitable giving.