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our mission

At Argosy Wealth Management, we have the client in mind, and only the client in mind. 

Our mission is to dramatically improve your financial health, simplify how you save and invest for the future, and take away the stress of feeling like you aren’t on track.

By improving your own financial health, not only are you helping yourself, but you are helping your family and possibly generations to come. 

Think to yourself,  has taken control of your financial health been something that hasn’t been addressed for a long time? It’s critical to understand there is a cost to waiting. And that cost only increases without putting yourself, and your families’ finances first. 

For most, there is a gap between their current situation and their desired situation. The question is- can you get there on your own at the speed that you want? What I’ve found is that folks, physicians especially, rarely have the time or the resources to address their own financial health and improve it. 

Then What happens? 

  • They don’t execute
  • The situation stays complicated
  • Stress factor goes up
  • Feeling of control goes down
  • The plan is disjointed
  • No cohesive strategy
  • No ally along the way
  • No guidance
  • Trust 

We will craft a customized strategy for you that patches any holes in your current situation and puts pieces in place to help you forge ahead. The before and after pictures of before we start to work together, and after are typically substantial. And we simplify everything for you.

One of our primary goals is to develop a long-term, trusting relationship with you.

Wealth Management Issues

Wealth Management Issues

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Who We Serve

Who We Serve

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