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Carrie Soechting

Wealth Management Administrator

San Antonio

755 East Mulberry Suite 400, San Antonio, TX 78212

(210) 352-2410

755 East Mulberry Suite 400, San Antonio, TX 78212

Provided Services

Trusts & Estate Planning

Trusts & Estate Planning

With over 30 years of expertise serving as sole trustee, co-trustee, successor trustee and directed trustee for thousands of clients, Argent can expertly serve the multi-generational wealth preservation and transfer needs of your family.

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Wealth Management

Wealth Management

Our expert wealth advisors can assist with preserving and growing wealth through tax and risk management, planning for the transfer of wealth, carrying out philanthropic goals and consulting on the preservation of family vision and preparing heirs.

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Latest News & Resources

Insights

Retirement Times December 2023 Newsletter

Retirement Times December 2023 Newsletter

December 2023 This month's Retirement Times discusses the following: Navigating the Complexity of EBSA Investigations Boosting Lower Wage Earners’ Retirement Readiness IRS and Security Summit Offer Online Safety Tips Participant Corner: Financial Frost Checkup...

The Morning View: November 30, 2023

The Morning View: November 30, 2023

 In this morning’s data, Personal Income grew 0.2% in October, as expected. Personal Spending also grew 0.2% in October, as expected and markedly lower than the previous month. Real Personal Spending, which accounts for inflation, increased 0.2% in October, which is...

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