Argent Wealth Management, LLC

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Argent Wealth Management, LLC Overview

Type

Multi Family Office

Year Founded

1992

General Information

Argent Wealth Management, LLC is a multi-family office headquartered in Waltham, United States. Founded in 1992, the firm originates from the fiduciary tax and estate planning practice of attorney-CPA David Duchesneau and has evolved into a fee-only advisor overseeing more than $1.7 billion in assets for high-net-worth families. Its multidisciplinary team integrates investment management with comprehensive financial, tax, and estate strategies.

Contact Information

Website:
https://argentwm.com/

Year Founded:
1992

Investment Focus & Strategy


Open To First Time Funds:

Institution Type:
Multi Family Office

Leadership & Principals


Corporate Office:
Waltham, MA, United States

Portfolio & Notable Allocations


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Argent Wealth Management Llc | Waltham Multi Family Office | Altss