Our Client Experience (NEW)
achieve-wealth-goals
HOW WE'LL HELP YOU
ACHIEVE YOUR WEALTH GOALS
We are an independent advising firm of Wealth Advisors & CERTIFIED FINANCIAL PLANNERS™ serving generations of families in wealth planning. Our focus is connecting uncertainty with clarity through education, empowerment, and connection.
We want you to understand your options, give you all the information to make the most educated decision, and walk side-by-side with you through the process to help you meet your life’s biggest goals. Our team of advisors is dedicated to one thing – your success.
Independent Advising Firm
We engage our clients in a variety of wealth management and future planning services, including:
- Financial Organization and Accountability
- Capital Preservation Solutions
- Investment Management
- Retirement Readiness
- Education, Charitable and Family Gifting Strategies
- Legacy Transfer Strategies
- Life insurance/Long Term Care
- Concentrated Stock and Stock Option Analysis
- Coordination of Planning with Attorney and Accountant
- C-Suite Executive Retirement and Legacy Planning
- Pre- and Post-Divorce Financial Analysis and Planning
OUR APPROACH
Education
We’re committed to offering independent, researched information and resources to help you make the best decision. We strive to educate you on:
- Investment Basics
- Investor Behavior
- Risk Mitigation
- Lifetime Earnings
- Stock Market Perspective
- Portfolio Income
- Tax Reform & Policy Changes
- Wealth Management Options
Empowerment
Through our education strategies, you’ll get confidence in our process to make the best financial decisions for your future and goals. The process includes:
- Goal-Based Planning
- Ongoing, proactive Investment Monitoring
- On-demand delivery of information
- Real-time portfolio updates
- Multi-generational investing programs
Connection
We have a true vested interest in you and your success. We want to be part of your circle and celebrate as you achieve your wealth goals with you.
As pillars in our community, we have close connections with a network of specialty attorneys, realtors, divorce lawyers, mediators, judges, mental health coaches, and more that serve as valuable resources for our clients.
Working with us means having a team on your side that truly cares.
OUR APPROACH TO
INVESTING
- Asset Allocation. Investing across multiple asset classes is a fundamental principle at Argent Bridge Advisors.
- Independent and Fee-Based. Investment management is just one element of financial planning and we believe our diligent, patient investment approach forges the way for client success.
ARE WE A
GOOD MATCH?
When you partner with Argent Bridge Advisors, you become part of our family of exclusive clients and team members who value your success.
Who We Serve
Multi-Generational Wealth
Multi-generational wealth planning helps ensure that a family’s wealth and legacy are properly managed and passed from one generation to the next, ensuring a healthy financial picture endures to benefit younger generations.
We are a multi-generational team serving multi-generations, which allows us to offer a unique perspective that allows us to understand your unique needs and make custom plans accordingly.
Retirement & Estate Planning
Planning ahead is your most important asset for a secure future and comfortable life for you and your family.
Our Wealth Advisors are well-adverse in providing comprehensive retirement and estate planning.
Nothing is ever guaranteed, but our goal at Argent Bridge Advisors is to future - proof your finances in order to provide you comfort and security.
Executive & Entrepreneurial Planning
You've tirelessly pushed yourself and toiled endlessly to achieve great things in your professional life. Whether you've started a successful business or you're a C-Suite executive who has risen through the corporate ranks, we're here to support your financial goals with your wealth.
Let us help you take your achievements to the next level by creating a fortified financial plan to achieve your wealth goals.
Divorce
We know how long and arduous it is to get divorced, especially if there is a high amount of investable assets. The process can be confusing to navigate, but Argent Bridge Advisors is here to help. With three CERTIFIED DIVORCE FINANCIAL ADVISORS® on staff, we make a powerful addition to any team assisting with divorce.
Our divorce program is separate from our financial planning programs, so there is no long-term commitment required. Our connections in the community include estate attorneys, divorce lawyers, mediators, judges, mental health coaches, and more - they serve as valuable pillars in our divorce program.
To learn more about our Divorce initiatives, click here.
CLIENT
QUALIFICATIONS
As a general rule, our financial planning clients have at least $1M in investable assets. Our in-depth knowledge and experience make us well-equipped to manage the complexities of higher value assets.
- Financial Organization and Accountability
- Capital Preservation Solutions
- Investment Management
- Retirement Readiness
- Education, Charitable, and Family Gifting Strategies
- Legacy Transfer Strategies
- Life Insurance and Long-Term Care
- Concentrated Stock and Stock Option Analysis
- Coordination of Planning with Attorney and Accountant
YOU MIGHT BE
WONDERING
OUR PARTNERS IN
SUCCESS
Custodian
Custodian
Broker/Dealer
Asset Management Firms
I'M READY TO CHAT!
PLEASE REACH OUT TO ME.
We'd love to connect with you and work together to build a bridge to your successful financial future.