Our Mission
The guiding principal behind Argent Wealth Advisors is to act not only as your financial partner but more importantly as your financial advocate. In this capacity, we strive to deliver the best possible wealth management solutions and provide you with the ability to fully experience life. The ultimate goal of our wealth management process is financial peace of mind.
Our pledge to you. We promise to listen carefully and care deeply about your well-being. We will keep you informed and make sure you stay on-track. We will help guide you through major life transitions such as marriage, divorce, loss of a spouse, job change, retirement and significant liquidity events. Contact us to learn more.
Our pledge to you. We promise to listen carefully and care deeply about your well-being. We will keep you informed and make sure you stay on-track. We will help guide you through major life transitions such as marriage, divorce, loss of a spouse, job change, retirement and significant liquidity events. Contact us to learn more.
Benefits of Argent Wealth Advisors
Objective Advice
We are our clients' financial advocate and trusted advisor. We have no proprietary products. The firm has broad access to investment managers and financial planning solutions. This unbiased approach allows us to develop solutions that are best suited for each client's unique and individual needs.
Comprehensive Analysis of Existing Assets and Portfolios: Strategic Investment Counsel Program
We take great pride in educating our current and prospective clients. We can conduct an in-depth analysis of our prospective clients’ existing investments. The results pinpoint the strengths and weaknesses of the one’s current portfolio(s). This objective analysis is provided free of charge and without obligation.
Integrated Wealth Management Planning
We provide wealth management strategies to meet the distinct needs of each client at every life stage. Whether they are looking to secure wealth for retirement or develop an estate plan, we discuss their goals and build a plan.
· Cash flow analysis
· Tax analysis
· Retirement planning
· Inter-generational wealth transfer and estate planning
· Charitable giving
· Education funding
· Stock option planning and diversification of concentrated positions
We are our clients' financial advocate and trusted advisor. We have no proprietary products. The firm has broad access to investment managers and financial planning solutions. This unbiased approach allows us to develop solutions that are best suited for each client's unique and individual needs.
Comprehensive Analysis of Existing Assets and Portfolios: Strategic Investment Counsel Program
We take great pride in educating our current and prospective clients. We can conduct an in-depth analysis of our prospective clients’ existing investments. The results pinpoint the strengths and weaknesses of the one’s current portfolio(s). This objective analysis is provided free of charge and without obligation.
Integrated Wealth Management Planning
We provide wealth management strategies to meet the distinct needs of each client at every life stage. Whether they are looking to secure wealth for retirement or develop an estate plan, we discuss their goals and build a plan.
· Cash flow analysis
· Tax analysis
· Retirement planning
· Inter-generational wealth transfer and estate planning
· Charitable giving
· Education funding
· Stock option planning and diversification of concentrated positions