Argent Wealth Management, Inc. is a Fee-Only Registered Investment Adviser providing comprehensive Wealth Management, Investment Advisory, and Financial Planning services to clients in Texas and nationwide.

Why might Argent Wealth Management, Inc. be the right advisor for you?

  1. We are Fee-Only and have a fiduciary duty to our clients.
  2. We offer a range of services (from comprehensive to specific) and fee structures (annual, project, and hourly) to meet the varying needs of our clients. 
  3. We (Scott and Susan) both work with all of our clients.  This team approach provides greater depth of analysis and continuity of service.  Please see the Advisor links (left side menu) for more info about us.
  4. We believe the simplest solution that accomplishes the objective is usually best.  Unnecessary complexity can be both confusing and detrimental to long term plan success.
  5. We invest a lot of time making sure we understand our clients' needs and our clients' understand our recommendations.  In doing so we avoid surprises and build trust.
  6. We make investment recommendations based on risk tolerance, asset allocation, costs & fees, and tax efficiency (things we can control), not market timing and trying to pick hot stocks / funds (things we can't control).  We recommend clients hold their accounts at Vanguard and mostly use index funds to implement their portfolios. 
  7. We coordinate with our clients' other advisors (tax, insurance, estate, etc) as appropriate.
  8. We communicate frequently with our clients and encourage them to communicate frequently with us.

Please contact us by phone or email if you are interested in learning more our services.  Thank you.

Scott Jacobsmeyer & Susan Lipscomb, Owners and Co-Founders, Argent Wealth Management, Inc.


 
2251 Double Creek Dr, Suite 606
Round Rock, TX   78664-3831
Phone 512-238-6883    Fax 866-402-1073
Contact Argent

Argent Wealth Management, Inc. ("AWM") is a Texas Registered Investment Adviser.  AWM and its representatives are in compliance with the current registration requirements imposed upon Registered Investment Advisers by those states in which AWM maintains clients.  AWM may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.  AWM's web site is limited to the dissemination of general information pertaining to its investment advisory services.  Accordingly, the publication of AWM's web site on the Internet should not be construed by any consumer and/or prospective client as AWM's solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.  Any subsequent, direct communication by AWM with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.  For information pertaining to the registration status of AWM, please contact the state securities law administrators for those states in which AWM is registered.  A copy of AWM's current written disclosure statement discussing AWM's business operations, services, and fees is available on this web site.  AWM does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to AWM's web site or incorporated herein, and takes no responsibility therefore.  All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

©2010 Argent Wealth Management, Inc. All rights reserved.