Financial ServicesFinancial Advising
Argosy Wealth Management
Westfield, New Jersey
Phone(973) 285-3520
Websiteargosywealthmanagementnj.com
About Argosy Wealth Management
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.
Business Hours
| Sunday | Closed |
|---|---|
| Monday | 08:00am – 05:00pm |
| Tuesday | 08:00am – 05:00pm |
| Wednesday | 08:00am – 05:00pm |
| Thursday | 08:00am – 05:00pm |
| Friday | 08:00am – 05:00pm |
| Saturday | Closed |