A complete list of active advisors currently associated with Argenta Wealth Management

Warmer can help you find a great advisor at Argenta Wealth Management or one who fits your needs even better.

Argenta Wealth Management (Gaudin and Associates, Inc.) provides discretionary and non-discretionary portfolio management and financial advice to individuals (including high-net-worth clients), pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $93 million in discretionary assets for about 82 clients and uses both custom portfolios and third‑party model or sub‑advised programs. The firm gathers client financial information to set goals and an asset allocation, and uses a mix of fundamental, technical, and charting analysis while employing long‑ and short‑term strategies; it monitors accounts continuously and will rebalance as conditions or client circumstances change. Argenta also recommends and implements third‑party managed account programs (including SEI’s asset allocation and managed account platforms), and discloses and addresses risks such as SBLOCs, political risks, and cybersecurity in its investment oversight. Argenta differs from many peer firms in that certain associated persons are licensed insurance agents and may earn commissions on insurance products, a relationship the brochure discloses as a potential conflict and describes procedures to mitigate. The firm also assists clients with Securities‑Backed Lines of Credit (SBLOCs) and uses SEI’s custody/managed‑account infrastructure for SEI programs—operational arrangements and conflict points that are explicitly disclosed in its ADV.

To learn more about the advisors currently working at Argenta Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.