Everything We Do
Starts With You
We bring an unbiased approach to protecting, managing and growing your wealth.
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
The 30-Year Lesson
Any company that has been around for 30 years will have learned a few lessons along the way about what it takes to be successful. And if it is not just surviving after three decades, but thriving, as Argent is, then it should have accumulated a host of lessons....
The Morning View: November 17, 2020
Morning View - November 17, 2020 from Argent Financial on Vimeo. BY: MARSHALL BARTLETT Senior Vice President / Portfolio Manager Announced this morning, Retail Sales for October increased 0.3%, less than expected. Strength in the month occurred in Non-store retailers...
Evaluating Your Investment Planning in the Election’s Aftermath
Just two weeks ago, as we entered Election Day, the general consensus among the pundits and the pollsters was that a “blue wave” would sweep across both houses of Congress and the White House. This scenario would create a political pathway for tax increases,...