Argent Wealth Management Logo
Our firm is steeped in a tradition of client service and personal relationships. We built these relationships over a 30-year period devoted to helping individuals and their families achieve their financial goals. We are experienced and knowledgeable fiduciaries and always have been. We have been an Independent, Fee-Only Registered Investment Advisor (RIA) since our founding. While these traits and characteristics have become the industry standard for wealth advisors, we are proud to have been leaders in our industry, adopting these standards at our inception. Our independence in an era of consolidation allows us to remain conflict free. Our industry has seen many changes over the years, but our core beliefs have never wavered: independent, knowledgeable personal advice at a fair, transparent fee. We look forward to the next 30 years and hope you will allow us to help navigate your financial plan
Industry Role:
InvestorAllocator
Investor Type:
RIAWealthAdvisor
Investment Interests:
HedgeFund
PrivateEquity
# Location Address
1. Waltham, MA, US 404 Wyman St #375, Waltham, MA 02451, USA
# Contact Info Location
1.
Kimberly Morrow
Senior Financial Advisor
                                                                Kim is a CERTIFIED FINANCIAL PLANNER™ who has served the firm since 2000. Her areas of expertise include portfolio management, tax planning, tax preparation and financial planning. She earned her B...
                                                 
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    Waltham, MA, US
2.
Richard Kahn
Vice President
                                                                As a Managing Director of Argent Wealth Management, Rich provides comprehensive tax, investment and financial advisory services tailored to the specific needs of high net worth individuals. He also...
                                                 
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    Waltham, MA, US
ALL ALPHAMAVEN CONTENT IS FOR INFORMATIONAL PURPOSES ONLY. CONTENT POSTED BY MEMBERS DOES NOT NECESSARILY REFLECT THE OPINION OR BELIEFS OF ALPHAMAVEN AND HAS NOT ALWAYS BEEN INDEPENDENTLY VERIFIED BY ALPHAMAVEN. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS. THIS IS NOT A SOLICITATION FOR INVESTMENT. THE MATERIAL PROVIDED HEREIN IS FOR INFORMATIONAL PURPOSES ONLY. IT DOES NOT CONSTITUTE AN OFFER TO SELL OR A SOLICITATION OF AN OFFER TO BUY ANY INTERESTS OF ANY FUND OR ANY OTHER SECURITIES. ANY SUCH OFFERINGS CAN BE MADE ONLY IN ACCORDANCE WITH THE TERMS AND CONDITIONS SET FORTH IN THE INVESTMENT'S PRIVATE PLACEMENT MEMORANDUM. PRIOR TO INVESTING, INVESTORS ARE STRONGLY URGED TO REVIEW CAREFULLY THE PRIVATE PLACEMENT MEMORANDUM (INCLUDING THE RISK FACTORS DESCRIBED THEREIN), THE LIMITED PARTNERSHIP AGREEMENT AND THE SUBSCRIPTION DOCUMENTS, TO ASK SUCH QUESTIONS OF THE INVESTMENT MANAGER AS THEY DEEM APPROPRIATE, AND TO DISCUSS ANY PROSPECTIVE INVESTMENT IN THE FUND WITH THEIR LEGAL AND TAX ADVISERS IN ORDER TO MAKE AN INDEPENDENT DETERMINATION OF THE SUITABILITY AND CONSEQUENCES OF AN INVESTMENT.