Our Client Experience
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.
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 THREE-PRONG
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.
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 two 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.
Other Services
As independent advisors, we're dedicated to meeting your unique needs. We accept many clients from various walks of life to assist with meeting their wealth goals.
If we haven't mentioned your unique situation, reach out to us. We're always looking to bring clarity to all sorts of wealth planning.
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.
SERVING
YOUR NEEDS
At Argent Bridge Advisors, we're dedicated to our clients and passionate about delivering solutions to empower you to make the most of your wealth. We offer a variety of services and we're dedicated to helping to assist with...
- 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
What's a Certified Financial Planner™?
CFP® professionals take a holistic, personalized approach to bring all the pieces of your financial life together. As part of the CFP® certification, CFP® professionals also have made a commitment to the CFP Board to act as a fiduciary when providing financial advice to a client.
This means we are committed to putting your best interests first, so we can provide you confidence today and a secure tomorrow.
The CFP® Board of Standards administers and manages all initial and ongoing certification
What's an Independent Firm?
Being independent means that we are free to choose from almost any investment company, product type, market sector, cost structure, and tactical outlook. We do this with a mind for transparency, liquidity, and simplicity.
Independence allows us to operate primarily on a fee basis which simplifies the cost of services for the client and allows us to move forward with the goal of scaling down the cost as assets may grow. Additionally, fee-based investing encourages us to include cost-effective investment vehicles like ETFs and institutional-share mutual funds.
What is a Certified Divorce Financial Planner® (CDFA®)?
A CDFA® is a financial professional who has the requisite test results and experience level to be certified to help people navigate the specific money issues that come up during a divorce.
What is a Fiduciary Financial Advisor?
A fiduciary financial advisor is an investment professional who is licensed with the United States Securities and Exchange Commission (SEC) or state regulators. Fiduciary advisors are important for clients because they are legally required to put clients' interests ahead of their own.
FINANCIAL vs DIVORCE
PLANNING
We're dedicated to catering to the unique needs of each client and recognize that our divorce planning clients require different support than our standard financial planning clients. For that reason, we offer short-term divorce planning options to support you through the process.
Once your divorce is finished, you are invited to be rolled over into a long-term financial planning client. We want to support you through all of your life changes, but understand that sometimes our role is simply temporary. But, remember, our doors are always open for you.
OUR APPROACH TO
INVESTING
Asset Allocation
The most primary tenet of investing for our clients is diversification. Investing across multiple asset classes is a fundamental principle at Argent Bridge Advisors.
We believe it not only avoids the risks of being too concentrated, but also gains exposure to segments which perform well. These include US stocks, international stocks, emerging market stocks, real estate, commodities, and multiple types of bonds among others.
Independent and Fee-Based
Our pragmatic approach to investing is to start with asset allocation, focus on risk control, pick from the best investment vehicles out there, and select investments which have a superior balance of performance, risk, and cost.
We follow this up with constant monitors and periodic reevaluation at the allocation level, investment strategy level, and right down to the client portfolio level. Investment management is just one element of financial planning and we believe our diligent, patient investment approach forges the way for client success.
OUR PARTNERS IN
SUCCESS
Custodian
Custodian
Broker/Dealer
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.