You, First.
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
Why the Fiduciary Standard Is Important to Investors
Originally published on BenefitsPro.com on November 30, 2022 A financial advisory relationship is based on trust. Investors understandably want to know that the advisor they’re trusting with their money is going to do what’s in their best interests — not the...
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
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...