Argent Wealth Management

What Argent Wealth Management does

Argent Wealth Management is a fee-only registered investment adviser founded in 1992 (originally as The Duchesneau Group) and headquartered in Waltham, MA with a secondary office in Naples, FL. The firm serves high-net-worth individuals, families, corporate executives, and business owners, delivering integrated wealth management across investment management, financial planning, estate planning, retirement planning, in-house tax preparation, and charitable giving. Service delivery is team-based, with an in-house bench of CFPs, CPAs, JDs, and CFAs and a dedicated six-person investment team that collectively holds over 100 years of experience.

The firm's investment platform comprises eight proprietary strategies spanning Global Value Equity, Global Asset Allocation, Hedge Fund Strategy, High Dividend, Innovation, U.S. Value, Fixed Income, and Private Equity & Real Estate, all constructed off an internally developed strategic asset allocation model and proprietary quantitative upside/downside risk-reward models. The firm conducts advisory through Hightower Advisors and uses Hightower Investment Solutions for fixed income (with CreditSights credit research) and E-Money for financial planning. The firm operates as a group of investment professionals registered with Hightower Advisors, with securities offered through Hightower Securities (FINRA/SIPC).

Argent is a private, employee-style practice with approximately 24 staff and revenue generated from advisory fees on assets under management, plus separate fees for tax preparation and fixed income management services. Its go-to-market is high-touch and referral-driven, with one direct office footprint in the Northeast and a secondary Florida office, and it has historically grown by adding advisors to serve existing client families multi-generationally. Recent moves — the first Director of Business Development hire (June 2025), the founder-to-successor CEO transition in 2023, and the rebrand to Argent Wealth Management — point to a deliberate shift toward scalable, institutional-style growth.

Name

Argent Wealth Management

Legal name

Argent Wealth Management, LLC

Website

https://argentwm.com

Company type

Private

Founded year

1992

Operating status

Operating

Headcount range

11–50 employees

Short description

Argent Wealth Management is a fee-only registered investment adviser serving high-net-worth individuals, families, corporate executives, and business owners through integrated investment management, financial planning, estate planning, tax preparation, and retirement planning from offices in Waltham, MA and Naples, FL.

Ownership category

akta.pro rank

Product category

Wealth Management Services

NAICS

Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

Keywords

• Wealth management services
• Investment advisory
• Financial planning
• Estate planning
• Retirement planning

Headquarters

HQ city

Waltham

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Investment Advisory Services: Fee-only investment advisory services where compensation comes entirely from clients. The firm is a registered investment adviser offering comprehensive wealth management including investment management, financial planning, estate planning, retirement planning, tax planning, and charitable giving services. Advisory fees are separate from securities transactions which are offered through Hightower Securities, LLC.
2. Tax Preparation Services: In-house tax return preparation and planning services provided by qualified tax professionals. These services are subject to fees separate from the investment advisory fee.
3. Fixed Income Offerings: Investment-grade corporate, municipal, and blended bond accounts provided through partnership with Hightower Investment Solutions. Fees for fixed income services are set by Investment Solutions and are in addition to advisory fees.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Argent Wealth Management is a fee-only registered investment adviser that delivers comprehensive wealth management to high-net-worth individuals, families, executives, and business owners. Core offerings integrate investment management with financial, estate, retirement, tax, and charitable giving planning through a single team of CFPs, CFAs, CPAs, and JDs. Investment portfolios are constructed using proprietary strategic asset allocation and quantitative models, spanning global equity, hedge fund, asset allocation, high dividend, innovation, U.S. value, fixed income, and private equity/real estate strategies.

Product overview

Argent Wealth Management is an independent, fee-only wealth advisory firm offering a comprehensive suite of wealth management services including Investment Management, Financial Planning, Estate Planning, Retirement Planning, Tax Planning & Preparation, and Charitable Giving. The firm operates eight distinct investment strategies: Argent Global Value Equity, Argent Hedge Fund Strategy, Argent Global Asset Allocation, Argent High Dividend, Argent Innovation, Argent U.S. Value, Argent Fixed Income Offerings, and Argent Private Equity & Real Estate. These investment strategies are delivered alongside the core advisory services, with the investment team utilizing a proprietary strategic asset allocation model and the firm's in-house tax professionals providing integrated planning. The overall offering is unified through a 4-step wealth planning process (Onboarding, The Plan, Review, and Discretionary Investment Management/Ongoing Monitoring).

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Management Comprehensive investment management using traditional and alternative strategies including stocks, bonds, private equity, real estate, and hedge funds, built on a proprietary strategic asset allocation model and delivered by a six-person investment team for high-net-worth clients.
• Financial Planning Holistic financial planning utilizing E-Money software and risk measurement techniques, integrating investments with retirement, tax, and estate planning to deliver comprehensive wealth management for individuals and families.
• Estate Planning Sophisticated values-based estate planning including clarifying priorities, analyzing wills and trusts, addressing estate and gift taxes, property ownership, charitable giving strategies, and coordination with broader financial plans for clients and their families.
• Retirement Planning Retirement strategy development including cash-flow analysis, tax projections, retirement plan evaluation, stock option and deferred compensation planning, with ongoing monitoring and adjustments for individuals and executives.
• Tax Planning & Preparation In-house tax preparation and strategic tax planning services including multi-year projections, return preparation, IRS and state tax authority communication, and tax optimization techniques for high-net-worth individuals, families, executives, and business owners.
• Charitable Giving Philanthropic planning services helping clients develop strategies using private foundations, donor-advised funds, charitable trusts, and charitable gift annuities to meet giving goals in a tax-efficient manner.
• Argent Global Asset Allocation A globally diversified asset allocation strategy available in ETF and Mutual Fund versions covering Equity, Growth, Moderate Plus, Moderate, Conservative, and Bond allocations, with active tax loss harvesting and tactical flexibility.
• Argent Global Value Equity A global equity strategy focusing on Environmental, Social, Governance (ESG) factors including water and renewable energy, with exposure to activist situations and proprietary quantitative risk/reward modeling.
• Argent Hedge Fund Strategy An alternative investment strategy incorporating ESG themes (renewable energy, water, electrification), Bitcoin exposure, real assets, and technology revolution themes, with the ability to toggle between 100% long and 50% long positions.
• Argent High Dividend A dividend-focused strategy targeting technology, infrastructure, healthcare, and asset management sectors using a governor equation of (dividend yield/beta) to identify growth-focused high dividend and dividend growing companies.
• Argent Innovation A growth-oriented strategy focused on disruptive technology including 3D printing, metaverse, cryptocurrency, gene editing, machine learning, AI, driverless technology, robotics, semiconductors, and social media.
• Argent U.S. Value A U.S.-focused value investing strategy emphasizing healthcare and industrial innovation, real assets, and activist situations, using technical and fundamental analysis with a 100% liquid separate account structure.
• Argent Fixed Income Offerings Investment-grade corporate, municipal, and blended bond accounts provided in partnership with Hightower Investment Solutions, offering customized portfolios with yield curve positioning and quantitative/fundamental credit analysis.
• Argent Private Equity & Real Estate Access to private equity and private real estate limited partnerships designed to improve returns and lower risk when combined with traditional stock and bond portfolios, diversified by firm, vintage year, and deal type.

Quantifiable outcome

• Tax savings of $2.3MM on business sale through special small business tax treatment

Named customers3 records

Segments3 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Feature4 records

Partnerships

Five partnerships are on record, tiered core and supporting.

• Hightower Advisors, LLCcoreStrategic or Co-development PartnerArgent Wealth Management is a group of investment professionals registered with Hightower Advisors, LLC, an SEC registered investment adviser. Advisory services are offered through Hightower Advisors, LLC, with securities offered through Hightower Securities, LLC, member FINRA/SIPC. This partnership provides regulatory infrastructure and operational support for the wealth management practice.
• Hightower Investment SolutionscoreTechnology or IntegrationPartnership with affiliated Hightower Investment Solutions for fixed income offerings including investment-grade corporate, municipal, and blended bond accounts. The combined experience of both teams allows for customized client portfolios with yield curve positioning and quantitative/fundamental credit analysis.
• MercersupportingImplementation/ SI/ Consulting PartnerMercer conducts operational due diligence on general partners for private equity and private real estate investments to ensure best practices are followed. Argent conducts investment due diligence separately.
• E-MoneysupportingTechnology or IntegrationE-Money is utilized as the leading financial planning software by Argent's advisors to develop comprehensive financial plans, document goals, and utilize risk measurement techniques to quantify client needs and objectives.
• CreditSightssupportingTechnology or IntegrationCreditSights provides access to a team of more than 90 fundamental and quantitative credit analysts for fixed income research and analysis through partnership with Hightower Investment Solutions.

Scale indicators4 records

Recent moves7 records

Expansion highlights5 records

Direct peers

• Whittier Trust: Wealth management and trust services firm serving HNW families and individuals with integrated investment, tax, and estate planning — comparable in service mix and multi-generational focus to Argent.
• Moneta Group: Fee-only RIA serving HNW individuals and families with integrated investment, tax, estate, and financial planning — closely comparable in service model and target client to Argent.
• Ballentine Partners: Boston-area (with Naples, FL) multi-family office and wealth management firm serving HNW individuals, families, executives, and business owners with integrated investment, tax, and estate planning — directly comparable to Argent's positioning, footprint, and service model.
• Glassman Wealth Services: Fee-only RIA providing comprehensive wealth management, tax planning, and estate services to HNW clients — closely comparable in fee-only fiduciary model, integrated tax capabilities, and HNW target market.
• GW & Wade: Boston-area fee-only wealth management firm serving HNW individuals, families, and business owners with integrated investment, tax, and estate planning; directly comparable to Argent in geography, services, and target client.
• Clarfeld | Citizens Private Wealth: Boutique wealth management firm serving HNW individuals, families, and business owners with integrated investment, tax, and estate planning — closely comparable target market and service model to Argent.
• Mercer Advisors: Large national RIA offering comprehensive wealth management including investment management, financial planning, tax, and estate services to HNW households — directly comparable services to Argent, with similar use of alts and in-house tax capabilities.

Broad incumbents

• Hightower Advisors: Argent's SEC-registered parent/affiliation and a large national RIA platform; comparable in services offered (RIA wealth management via affiliated practices) but vastly larger and broader in scale and footprint.
• Creative Planning: Large national fee-only RIA offering comprehensive wealth management including investment, tax, estate, and financial planning for HNW clients; overlapping services with Argent but at significantly larger scale.
• Corient: Large national wealth manager (formerly known as Ronald Blue Trust/Concentra) serving UHNW and HNW clients with integrated investment, tax, and estate planning; comparable in service breadth but significantly larger in scale.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/ArgentWealth

Revenue estimate

Valuation estimate

Number of profiles

Profiles22 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Argent Wealth Management