Trusts & Estate Planning
With 30 years of expertise serving as sole Trustee, Co-Trustee, and Directed Trustee for thousands of clients, Argent can expertly serve the multi-generational financial needs of your family.
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
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Wealth Management
Our expert 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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Argent Gives Back: Brooke Henderson, JD, CFP®
Brooke Henderson, JD, CFP® Vice President, Relationship Manager, Oklahoma City, OK 1| Which nonprofit are you passionate about serving? Allied Arts- They have always done a great job supporting local artists and cultivating children. They partner with local businesses...
How Female Investors Can Take the Lead in Their Investment Journey
According to research by McKinsey, an unprecedented amount of assets will shift into the hands of U.S. women over the next three to five years. By 2030, American women are expected to control much of the $30 trillion in financial assets that baby boomers will possess...
Are Alternative Investments Right for You?
During uncertain times such as these, the stock market has a tendency to become less predictable — driving away investors who don’t enjoy riding a daily rollercoaster of emotions. With interest rates rising, bonds aren’t a great place to invest either and could be...