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Sargent Wealth Management is a premier team of experienced financial professionals who advise successful individuals, high-net-worth families, and small- to medium-sized institutions. Each of our clients has unique needs, and it is our mission to expertly guide them through a process of determining important objectives and devising and implementing solutions, followed by continuing service and advice tailored to distinct goals. In each circumstance, we remain dutifully dedicated to creating solutions in the best interest of our client. 

With offices in Yardley, PA, Raleigh, NC, and Mt. Laurel, NJ, our team partners with clients nationwide on a variety of important matters, ranging from advanced financial and estate planning to portfolio management, retirement income strategies and sophisticated compensation arrangements. With the support of our firm, Janney Montgomery Scott LLC, we are committed to maintaining the highest standards of integrity and professionalism. Sargent Wealth Management is entrusted with approximately $1 billion of assets, and we work diligently with our clients so they can accumulate, grow, preserve and enjoy their wealth.

Led by Peter Sargent, Sargent Wealth Management helps clients achieve their goals by being a trusted resource who understands what matters most, both personally and professionally. The team’s focus is to serve clients who currently have investable assets of $2.5 million or to those who aspire to accumulate as much through thoughtful, comprehensive planning. Entrepreneurs, business owners, executives of private and public companies, along with non-profit organizations and associations are all among the relationships we keep and serve. We are delighted to meet others who could benefit from our consultative, advisory wealth management practice.