Charlotte Spiegel's Contact Details

Charlotte Spiegel's Company Details

Argent Wealth Management

Waltham, MA, US • 20 - 49 Employees
Financial Services

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