Pinnacle Wealth announced today the completion of its merger with Argent Financial Group (Argent) and rebranding to Argent Wealth. As it did under its previous name and operations, Argent Wealth will continue to specialize in planning, protection, and investment services, primarily serving clients across the southeastern U.S. The company will also continue as an SEC Registered Investment Advisory firm.
“We discovered the perfect company in Argent, led by individuals who align with our values, share our strong work ethic, and are deeply committed to ensuring client satisfaction,” said Martin Palomo, who will continue in his role as CEO and co-chief investment officer of the group. “We are thrilled to become Argent Wealth and continue in our work assisting clients in safeguarding and nurturing their wealth for the well-being of their families and future generations.”
Through the formation of Argent Wealth, Pinnacle Wealth clients will gain access to the broader firm’s extensive network of seasoned experts and an expansive array of wealth and asset management services.
“Inviting Martin and his team to join Argent is another step forward in our strategy to partner with like-minded companies and management teams,” said Kyle McDonald, CEO of Argent Financial Group. “We share the same values and commitment to clients and will no doubt all be more successful working together.”
Argent’s encompassing suite of offerings spans wealth management, trust administration and estate planning advice for individuals and families. For businesses and institutions, the firm provides corporate custody, escrow, and loan agency services, retirement plan administration and consultation, funeral and cemetery trust administration and management, charitable organization administration, oil and gas (mineral) management, and other distinctive financial services.
Argent Wealth is co-located at 200 Renaissance in Colony Park with its new sister company Argent Trust, led by VP & trust officer David Russell and VP & wealth advisor Jason McDavid.
About Argent Financial Group
Argent Financial Group (Argent) is a leading, independent client asset services firm offering individuals, families, businesses, and institutions wealth management, asset management, and asset servicing. The firm is responsible for more than $65 billion in client assets. Formed in 1990 in Ruston, Louisiana, Argent can trace its roots back to 1930. For more information, visit www.ArgentFinancial.com.
