Argosy Wealth Management
Business hours
| Monday | 8:00am to 5:00pm |
| Tuesday | 8:00am to 5:00pm |
| Wednesday | 8:00am to 5:00pm |
| Thursday | 8:00am to 5:00pm |
| Friday | 8:00am to 5:00pm |
About us
Argosy Wealth Management - fiduciary financial planner in Westfield, NJ serving individuals, families, and professionals, specializing in physicians and healthcare professionals. We provide wealth management and financial planning for all clients, helping medical practice owners navigate student loans, practice succession, and tax strategies. Services: retirement planning, investments, 401(k) rollovers, tax-efficient strategies, estate planning, risk management. Serving Westfield, Union County, Northern NJ. Investment advisory services are offered through Summit Financial, LLC, an SEC-registered investment adviser. Securities brokerage offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC.