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FIDUCIARY-BASED WEALTH MANAGEMENT

Building Financial Legacies

for Future Generations

With a wide range of fiduciary-based services and resources, our advisors are ready to sit down for a conversation to see how we can help you achieve your goals.

Individuals & Families

Expert advice backed by an experienced team and a wealth of resources.

trusts & estate planning

Investment Management

Oil & Gas Management

Wealth Management

Special Needs Trusts

Special Asset Services

Businesses

Expert advice backed by an experienced team and a wealth of resources.

ESOPS

Investment management

Oil & Gas Management

Retirement Plan Consulting

Funeral & Cemetery Trusts

Qualified Intermediary Services

Institutions

Expert advice backed by an experienced team and a wealth of resources.

Corporate Trusts

Investment management

Philanthropic Services

Custody & Escrow Services

Governmental Services

Special Assets Administration

Argent is a leading, independent, fiduciary wealth management firm.

OUR MISSION

Our mission is to serve our clients, which means that we:

  • Serve as a fiduciary, always acting in your best interest
  • Are thoughtful, independent and objective
  • Provide a wide array of wealth management solutions
  • Commit to excellence in every phase of our relationship with you
  • Offer a highly customized client experience through committed and empowered professionals

Latest News & Resources

Insights

Divorcing a Trustee: Do You Need a Prenuptial?

Divorcing a Trustee: Do You Need a Prenuptial?

For any corporate trustee you choose, there should be some minimum requirements, and it’s best to check its reputation ahead of time to find out if its trust relationships end amicably. Originally published on Kiplinger.com December 5, 2022 There are many reasons that...

The Morning View: December 2, 2022

The Morning View: December 2, 2022

Announced this morning, the economy added 263,000 jobs in November, higher than expected. The Leisure and Hospitality industry was strong, while the Retail Trade industry was weak. The Unemployment Rate held steady at 3.7% and the Labor Force Participation Rate at...

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