Serving clients and their families to achieve their financial goals
Thoughtful. Independent. Objective.
FIDUCIARY-BASED WEALTH MANAGEMENT
Building Financial Legacies
for Future Generations
With a wide range of fiduciary-based services and resources, our advisors are ready to sit down for a conversation to see how we can help you achieve your goals.
AmeriTrust is part of a leading, independent, fiduciary wealth management firm.
OUR MISSION
Our mission is to serve our clients, which means that we:
- Serve as a fiduciary, always acting in your best interest
- Are thoughtful, independent and objective
- Provide a wide array of wealth management solutions
- Commit to excellence in every phase of our relationship with you
- Offer a highly customized client experience through committed and empowered professionals
Latest News & Resources
Insights
The Morning View: February 3, 2023
From our colleagues at our sister company, Argent Trust: Announced this morning, the economy added 517,000 jobs in January, much higher than expected and the previous month was revised higher. The Leisure and Hospitality industry was strong, adding 128,000 jobs, while...
Am I Owed Escheated Funds? The Most Important Question Mineral Owners Don’t Ask
Do you have escheated funds held by the State? This is a question that many mineral owners never consider. Argent Mineral Management’s role is to advocate for our clients and take a proactive approach in our daily management practices. One example of how we do this is...
Argent Financial Group Rings the Opening Bell®
Argent celebrated the formation of our new Royalty Trust division today with a visit to the New Your Stock Exchange to ring The Opening Bell! Our CEO Kyle McDonald had the honor of ringing the bell. Also on the platform were Chris Holtzclaw, Reid Harrel and his wife...