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

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

Argus Wealth Management provides discretionary asset management, financial planning and consulting to individuals (including high‑net‑worth clients), charitable organizations, and private business entities. Services include ongoing portfolio supervision, implementation of investment recommendations, and standalone or as‑needed financial planning delivered alongside investment management when requested. The firm emphasizes a long‑term, globally diversified approach that blends passive core holdings with active satellite managers and uses Modern Portfolio Theory to guide asset allocation and risk management. Portfolios are tailored to each client’s objectives and risk tolerance, and the firm discloses that it may employ derivatives (for example, options) in separately managed accounts to implement hedging or tactical positions while noting the specific risks of such strategies. Operating as a small advisory practice managing roughly $64.6 million for a limited client base, the firm combines one‑on‑one planning with ongoing account monitoring and includes insurance/annuity contract assets within its managed assets. The explicit use of derivatives in client accounts and the firm’s arrangements to access commission‑free, fee‑based insurance platforms for implementing annuity or insurance solutions are features that distinguish its service mix from many peers.

To learn more about the advisors currently working at Argus 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.