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VerifiedInvestment Management· Founded 1997

Argent Wealth Formerly Pinnacle Wealth

We are private, boutique wealth management firm serving the planning, investment and estate needs of high net worth families and institutions. We focus on fee-based, solution-oriented advice. We provide an institutional investment management philosophy to families and institutions. We merged into the Argent Financial Group family on December 1, 2023.

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HeadquartersMadison, United StatesEmployees7(11 to 50)Founded year1997Websitemyargentwealth.comLinkedIn profileLinkedIn

Verified contacts

6

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LinkedIn employees

7

11 to 50 range

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Distinct roles

6

indexed titles

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Top roles at Argent Wealth Formerly Pinnacle Wealth

6 distinct titles indexed · top 6 shown.

  • 1chief operating officer & chief compliance officer
  • 1client services
  • 1president, ceo, and co-chief investment officer
  • 1principal chief investment officer & senior wealth advisor
  • 1wealth management advisor
  • 1wealth management advisor associate

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