Services for high net worth and ultra high net worth individuals and families:
The foundation of any successful wealth management plan is a customized, flexible and actionable financial plan.
Argent offers financial planning through trained and experienced CERTIFIED FINANCIAL PLANNER™ professionals and addresses the areas of Investment, Tax, Retirement, Estate and Insurance planning.
The process to create a financial plan is thoughtful and thorough, beginning first with determining where you are today, then looking at where you want to be, and then creating a path linking the two. A financial plan must also be flexible, with the ability to adapt to new life events or seasons of life. Argent’s Relationship Managers will also assist with implementing a financial plan practically in all legal and financial matters as well as regularly reviewing and updating the plan as need arises.
Argent provides strategic planning, administration and monitoring for the financial, legal, tax and accounting functions of high net worth families and family offices of all sizes.
Advisory and Administration Services
From planning to day-to-day administration, we can meet whatever level of service you desire.
Strategic Planning and Monitoring — Investment policy and asset allocation, investment managers and vehicle selection, insurance selection and monitoring, retirement planning
Client Information Management — Consolidated net worth statements, cash flow analysis, investment performance reports, recordkeeping for personal property
Wealth Transfer Planning — Development of objectives, multi-generational snapshot of existing strategies, legal and tax strategies, action plan to implement changes
Trust and Investment Education Services — Investment and beneficiary education, advice on distributive duties, beneficiary education and monitoring
Lifestyle Enhancements — Personal bill paying, domestic hiring and monitoring, tax compliance monitoring, cash flow management and forecasting and private travel management