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Argent Wealth Management

Argent Wealth Management

Financial ServicesFlag of USWaltham, Massachusetts, United States21-50 Employees

Company overview

Headquarters200 Fifth Ave., 7th Floor, Waltham, Massachusetts 02451, US
Phone number+17812904900
Website
NAICS52
SIC672
Keywords
Retirement Planning, Tax Planning & Preparation, Investment Management, Financial & Estate Planning
Founded1992
Employees21-50
Socials

Key Contacts at Argent Wealth Management

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Rob Hannon

Director Of Business Development

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Richard Kahn

Managing Director

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David Duchesneau

Managing Director

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Mark Difrancesco

Tax Director

Argent Wealth Management Email Formats

Argent Wealth Management uses 3 email formats. The most common is {first name}{last name} (e.g., johndoe@argentwm.com), used 55.6% of the time.

FormatExamplePercentage
{first name}{last name}
johndoe@argentwm.com
55.6%
{first initial}{last name}
jdoe@argentwm.com
38.9%
{last name}{last name}
doedoe@argentwm.com
5.6%

About Argent Wealth Management

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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Argent Wealth Management revenue & valuation

Annual revenue$9,965,795
Revenue per employee$370,000
Estimated valuation?$31,900,000
Total fundingNo funding

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry
Manager
C-Suite

Employees by Department

Argent Wealth Management has 15 employees across 4 departments.

Departments

Number of employees

Funding Data

Argent Wealth Management has never raised funding before.

Argent Wealth Management Tech Stack

Discover the technologies and tools that power Argent Wealth Management's digital infrastructure, from frameworks to analytics platforms.

jQuery CDN

jQuery CDN

CDN

reCAPTCHA

reCAPTCHA

Security

Contentful

Contentful

CMS

Google Maps

Google Maps

Maps

Cloudflare

Cloudflare

CDN

jQuery

jQuery

JavaScript libraries

Google Analytics

Google Analytics

Analytics

YouTube

YouTube

Video players

Bootstrap

Bootstrap

UI frameworks

styled-components

styled-components

Development

Amazon S3

Amazon S3

CDN

Amazon Web Services

Amazon Web Services

PaaS

Frequently asked questions

Argent Wealth Management is located in Waltham, Massachusetts, US.
You can reach Argent Wealth Management at +17812904900.
Argent Wealth Management was founded in 1992, making it 34 years old. The company has established itself as a significant player in its industry over this time.
Argent Wealth Management has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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