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
The Morning View: August 17, 2022
In this morning’s data, Retail Sales for July were flat for the month, one-tenth less than expected. For the month, Non-store retailers were relatively strong, up 2.7%, while Gasoline Stations, down -1.8%, and Motor Vehicle & Parts Dealers, down -1.6%, were weak....
How to Decide If a Roth IRA Conversion Is Right For You
Families and individuals seeking possible solutions to lower federal taxes during retirement should take a close look at the pros and cons of converting funds from their traditional individual retirement (IRA) account to a Roth IRA. The process, commonly referred to...
Ladies, Invest in Yourself on Financial Awareness Day!
Let’s be honest: Women are on top of things. Whether a homemaker or a career professional, any woman you meet is likely busy juggling countless responsibilities. However, because she is so busy, she may not be able to slow down enough—or even know where to start—to...