SARGENT WEALTH MANAGEMENT

Sargent Wealth Management is a premier team of experienced financial professionals who advise successful individuals, high-net-worth families, and small- to medium-sized institutions. Each of our clients has unique needs, and it is our mission to expertly guide them through a process of determining important objectives and devising and implementing solutions, followed by continuing service and advice tailored to distinct goals. In each circumstance, we remain dutifully dedicated to creating solutions in the best interest of our client... With offices in Yardley, PA, Raleigh, NC, and Mt. Laurel, NJ, our team partners with clients nationwide on a variety of important matters, ranging from advanced financial and estate planning to portfolio management, retirement income strategies and sophisticated compensation arrangements. With the support of our firm, Janney Montgomery Scott LLC, we are committed to maintaining the highest standards of integrity and professionalism. Sargent Wealth..

Primary location: Yardley United States