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Terms and Conditions


Legal Disclaimer and Relevant Documents
Please read the entire TERMS AND CONDITIONS carefully before you use this website. If you do not agree to all these terms and conditions, do not access this website, or any of its pages. By using this website, and whether you actually read these terms and conditions, you are deemed to have accepted them and our Privacy Statement.

Terms of Usage
Argent Wealth Management, LLC (“Argent”) is an SEC registered investment adviser located in Waltham, MA. This website and all information and functionalities contained within them are not directed at or intended for use by any person resident or located in any jurisdiction where (1) the distribution of such information or functionality is contrary to the laws of such jurisdiction; or (2) such distribution is prohibited without obtaining the necessary licenses or authorizations by Argent and such licenses or authorizations have not been obtained. Accordingly, the publication of Argent’s website should not be construed by any consumer and/or prospective client as Argent’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Furthermore, information on this website should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Argent.

Argent does not provide investment, legal or tax advice through this website and nothing herein should be construed as being financial, legal, tax or other advice. Argent does not represent that any securities or services discussed are suitable for any investor. No investment or other decisions should be made solely based on the contents or information found on this website.

When making a decision about your investments, you should seek the advice of a professional financial advisor or qualified expert.

For a copy of Argent’s Form ADV Part 2A, Firm Brochure, which contains more information about Argent’s services please visit www.adviserinfo.sec.gov.

A copy of Argent’s current written disclosure statement discussing Argent’s
business operations, services, and fees is available from Argent upon written request. Argent does not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Argent’s web site or incorporated herein, and takes no responsibility thereof. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Argent has established a Privacy Statement, as modified from time to time, which explains how personal data is collected on the website and used. The Privacy Statement is part of these Terms and Conditions and is incorporated by reference.

Disclaimer of Warranty and Limitation of Liability
The information, data and opinions on this website are provided “as is” and are provided without any warranty of any kind, either express or implied. Argent Wealth Management does not warrant the accuracy of the information provided for any particular purpose and expressly disclaims any warranties of merchantability or fitness for a particular purpose. ARGENT WILL NOT BE LIABLE FOR ANY DIRECT, SPECIAL INDIRECT OR CONSEQUENTIAL DAMAGES, EVEN IF EXPRESSLY ADVISED OF THE POSSIBILITY OF SUCH DAMAGES, ARISING OUT OF OR IN CONNECTION WITH THE USE OF THIS WEBSITE.

Copyright and restrictions on use of materials
This website is protected by applicable copyright law. If you download or print any information from this website, you agree that you will not remove or obscure any copyright or other notices or legends contained in any such information. You may not reproduce, transmit (by electronic means or otherwise), modify, link into or use for any public or commercial purpose any part of the Argent Wealth Management, LLC’s website without the express prior written permission of Argent Wealth Management.

Modification of Terms and Conditions of Use
Argent Wealth Management reserves the right to change, modify, add or remove portions of the Terms and Conditions of Use at any time. Accordingly, it is suggested that you review these terms periodically for changes. Use of this website connotes that you have accepted any changed terms.

Argent Wealth Management’s Brochure & Privacy Statement

To download a copy of our Brochure, please click below: 
ADV Part I

To download a copy of our Privacy Statement, Proxy Voting Policy and Business Continuity Disclosure, please click below:
Privacy Statement, Proxy Voting Policy and Business Continuity Disclosure

Meet with Us
If you’d like to set up an introductory meeting, please contact:

Joe Finn
email: jfinn@argentwm.com

200 Fifth Avenue, 7th Floor
Waltham, MA 02451