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

Dynamic Financial Planning for Advanced Ages

Dynamic Financial Planning for Advanced Ages

THIS ARTICLE IS THE FOURTH IN A SERIES IN CELEBRATION OF NATIONAL FINANCIAL PLANNING MONTH DURING OCTOBER Our first article discussed the importance of financial planning; our second article explored how middle-aged couples can benefit from a dynamic financial plan;...

The Morning View: October 29, 2020

The Morning View: October 29, 2020

Morning View - October 29, 2020 from Argent Financial on Vimeo. In this morning’s data, the first reading on GDP for the third quarter came in at an annualized rate of 33.1%, higher than estimates. Personal Consumption was strong while Business Spending was a bit...

The Politics of Election-Year Financial Planning

The Politics of Election-Year Financial Planning

The competing candidates for president are polar opposites in terms of taxes, adding a new urgency to year-end tax planning. Just what are they proposing? Originally published on Kiplinger.com October 24, 2020   Planning for the next presidential administration...

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