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 Morning View: January 15, 2021
In this morning’s data, Retail Sales for December fell -0.7%, worse than expected. Non-store Retailers, Electronics & Appliances, and Food Service & Drinking Places were especially weak, while Gasoline Stations showed some strength. The Control Group, which...
Recognizing the Value of Financial Planning for Trust Beneficiaries
BY: DAVID RUSSELL, CFP®, CSA® Vice President & Trust Officer | (601) 707-0008 When it comes to working with clients, professional services providers (CPAs, estate planning attorneys, for example) know that one thing is nearly certain: their clients’ financial...
Argent Employee Spotlight – Jason Simpson
Meet Jason Simpson, who is with AmeriTrust in Tulsa and has been with us for 1 year. Q. What led you to Argent and what makes it unique? A. While working for a competitor, I was approached by one of my colleagues to assist with the firm’s investment management....