Our Firm

Argotsinger Wealth Management™ is comprehensive financial services firm dedicated to helping clients in all areas of financial management, from college, investment and retirement planning, to risk management and estate preservation. 

Through Woodbury Financial Services, Inc., we have working relationships with a number of industry-leading investment companies and insurance providers whose products whose oefferings allow us to create customized client portfolios and protection plans. We recommend only those products and services that can be tailored to suit our clients' unique needs.

We are committed to helping you pursue your long-term financial goals. As specialists in retirement planning and estate conservation, we can help you answer the questions you may have about your financial future, such as:

  • Will I be able to retire early?
  • How much money will I need in order to retire?
  • How can I get the most out of my 401(k)?
  • Should I have a traditional IRA or a Roth IRA?
  • How can I position my investments for higher potential returns while reducing risk?
  • How can I "inflation-proof" my investment income?
  • Do I need disability income insurance? Long-term care insurance?
  • How can I ensure that my children receive as much as possible from my estate?
  • What do I need to know about wills, trusts, and probate?

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

We offer financial products and services tailored to your individual needs.  Argotsinger Wealth Management™ is committed to you for the long term.