Sargent Wealth Management is a boutique team of experienced professionals catering to the needs of successful individuals, high-net worth families and small to medium sized institutions.

With teams in Yardley, PA and Raleigh, NC, we stay committed to maintaining the highest standards of integrity and professionalism. We are entrusted with client assets, and work closely with them so they can accumulate, grow, preserve and enjoy their wealth. Our services include, but are not limited to, detailed financial planning, portfolio management, retirement income planning, wealth transfer techniques and education funding.

New clients of our practice typically have investable assets of over $2.5 million, or aspire to have such by benefiting from consolidated and comprehensive wealth management solutions. Sargent Wealth Management helps clients achieve these goals by being a trusted resource who understands what matters both personally and professionally. Our goal is for our clients to increase and maintain a quality lifestyle, while providing them with exceptional client service.

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Sargent Wealth Management.