Welcome to Argent where our mission is to be the most client centric wealth advisor. We are an independent-minded 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.
We invite you to explore our firm and get to know our people and capabilities. We encourage you to call with any questions and to set up an introductory discussion.
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. We strive to simplify our clients’ lives, find solutions and create long lasting, trusted relationships. We like to say, “We are The Client Centric Advisor.”
Our culture of teamwork fosters the sharing of experience and knowledge to the entire staff allowing our clients to benefit from increased engagement and more creative solutions. Our team has decades of specialized experience across all areas of wealth management. They are lifetime learners and enjoy passing on their knowledge to promote a culture of shared learning and collaborative problem solving for the benefit of our clients.
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.
Esq., CPA, CFP®
Founder and Managing Director
Chief Investment Officer