Argent Wealth Management, Llc
Argent Wealth Management has been a trusted expert in investment management and financial advisory services since 1992. With client-focused service, personal attention, and expertise, we've developed lasting relationships with satisfied clients who appreciate our commitment and inspire us with their trust. We put our client's interests first, act with integrity and honesty, and strive for unmatched quality in every facet of our practice. At Argent Wealth Management, we are devoted to making excellence our standard and we continue to consistently provide successful strategies for our clients. Argent has expertise in the following areas: 1) Investment Management- we construct highly diversified portfolios consistent with each client's unique strategic objectives and we manage various sources of risk to improve after-tax return potential. 2) Financial Planning- Argent has a well-defined process that gives our clients the ability to achieve and maintain their lifestyles and financial security. 3) Estate Planning- We create each clients' estate plan to provide clear direction, but remain flexible enough to address changes in the market and family circumstances. 4) Tax Planning and Preparation- We develop multi-year tax planning strategies with out clients that are designed to meet their financial needs while minimizing their tax burden. Securities offered through Hightower Securities, LLC. Member FINRA/SIPC, Hightower Advisors, LLC is a SEC registered investment adviser
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Verified contacts
25
available on Kipplo
LinkedIn employees
28
11 to 50 range
Open roles
—
no listings
Distinct roles
22
indexed titles
Tech stack
2
tools in use
Monthly traffic
166
organic / mo
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Decision-makers and verified team members
25 contacts with verified email or phone · masked until revealed.
- JC
Joseph Cabrera
Estate Planning Strategist · Finance & Accounting
EmailPhone - LF
Lisa Fiskio
Director of Operations · Operations
EmailPhone - MD
Mark Difrancesco
Tax Director · Finance & Accounting
EmailPhone - RK
Richard Kahn
Managing Director · General Business & Management
EmailPhone - LW
Lynn Waples
Senior Financial Advisor · Finance & Accounting
EmailPhone - WL
Wayne Laundry
Tax Manager · Finance & Accounting
EmailPhone - AK
Andrew Koutroukas
Associate Advisor · Finance & Accounting
EmailPhone - EO
Ellie Overton
Client Services Associate · Customer/Client Service
EmailPhone - JH
Joe Henry
Senior Advisor - Wealth Planning · Other
EmailPhone
Showing 9 of 25 verified contacts
Top roles at Argent Wealth Management, Llc
22 distinct titles indexed · top 10 shown.
- 2associate advisor
- 2director of business development
- 1advisor
- 1chief executive officer
- 1client administrator
- 1client service associate
- 1client services administrator
- 1client services associate
- 1director of operations
- 1estate planning strategist
- +12more titles
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