Argonautica Private Wealth Management, Inc.
You set a goal. We set a course. Together, we set sail.
At Argonautica, we believe that to achieve your financial goals, you need the right team to guide you.
A heartfelt commitment to your success
Argonautica provides expert investment and wealth management to high-net-worth families and small institutions that value a highly personalized, team approach - one that’s anchored in a keen understanding of their goals with a heartfelt commitment to their success.
We’re here for the journey
With three decades of experience serving clients, we bring the highest level of expertise and a big-picture perspective to everything we do. It’s what enables us to successfully manage risk, minimize costs, and get measurable results - and why our clients sleep well at night.
We know how to steer a ship
Navigating financial markets requires more than just knowledge—it demands foresight, discipline, and the ability to adapt with confidence. At Argonautica Private Wealth Management, Inc., we take pride in our role as steady hands at the helm, guiding our clients through market cycles, economic uncertainty, and life transitions. With a deep understanding of global markets and an unwavering commitment to long-term strategy, we help you stay the course—no matter the weather.
We always act in your best interests
Integrity is the cornerstone of everything we do. As fiduciaries, we are legally and ethically bound to put your needs ahead of our own—and we wouldn’t have it any other way. Every recommendation we make is grounded in your unique goals, circumstances, and risk tolerance. We take the time to listen, evaluate, and tailor our strategies to serve your best interests, with full transparency and zero hidden agendas. That’s how lasting relationships are built—and trust is earned.
Your family becomes part of ours
At Argonautica Private Wealth Management, Inc., we view wealth management as a deeply personal relationship—not just a financial transaction. We take the time to understand your values, priorities, and the people who matter most to you. Whether planning for a child’s education, caring for aging parents, or building a legacy across generations, we’re by your side with empathy, clarity, and continuity. When you work with us, your family becomes part of our extended family—treated with the same care and commitment we’d give our own.
This is a true team effort
Behind every strategy we deliver is a team of seasoned professionals working in concert to support your financial goals. At Argonautica Private Wealth Management, Inc., collaboration isn’t a buzzword—it’s how we operate. We bring together diverse perspectives, specialized expertise, and coordinated execution to ensure no detail is overlooked. Whether it’s your advisor, analyst, or client service lead, you’ll always have access to the collective strength of our team—working seamlessly to serve you with precision and care.
Navigating Uncertainty with Confidence
When you have questions about your financial future, we have answers.
Book a consultation
Tell us about your financial planning needs and goals and learn more about our approach.
Meet your team
Our advisory team of dedicated and disciplined wealth advisors embodies the essence of the Argonauts as our mission is to support and guide our clients on their journey to achieve their financial quests - no matter how ambitious they may seem.
Partner with us
Argonautica is actively seeking RIAs, investment advisors, financial professionals, estate attorneys, and CPAs to join forces or partner with us.
What’s your financial planning style?
Identify your goals and gain a deeper understanding of your personal financial virtues.