Sargent Private Wealth of Janney Montgomery Scott
Why pick this one
Sargent Private Wealth manages approximately $1 billion in assets and has been recognized by Barron's as a top advisor for nine consecutive years.
Best for
- high-net-worth individuals
- wealth management for successful families
- advanced financial planning for institutions
Look elsewhere if
- budget-sensitive small investors
Specialties
- advanced financial and estate planning
- portfolio management
- retirement income strategies
- sophisticated compensation arrangements
Certifications
- CFA
- CFP
- CRPC
- AWMA
What makes them different
- approximately $1 billion of assets under management
- recognized by Barron's as a top advisor for nine consecutive years
- named a Forbes Best-in-State Wealth Management Team in 2026
- Serves
- Yardley, PA, Raleigh, NC, Mt. Laurel, NJ
Distilled from this business's own website.
Contact & Location
- Address
- 4140 Parklake Avenue, Suite 300, Raleigh, NC 27612
- Phone
- 9197912020
- Website
- http://www.sargentprivatewealth.com/?utm_medium...
- sargentprivatewealth@janney.com
Services
- financial advising
- wealth management
- investment planning