Money Management


High Ethical Standards and Hands-On Money Management

Park path on a sunny day

What can you expect from us? Honesty and integrity.

Arty Finkelberg has nearly 40 years of experience in the investment industry and achieved the Chartered Financial Analyst designation, one of the highest distinctions in the investment management profession. This designation requires years of dedicated study and its members are bound by the highest ethical standards. That is important when you are entrusting someone with your life savings.

But Finkelberg Investments is not a one-man operation, but a four-member team with more than 75 years of experience. Their professional designation and education include two CFA charterholders, two Certified Financial Planner professionals, and two MBAs.

Your portfolio will be selected and managed by Finkelberg Investments based on a strict set of criteria. We are hands-on money managers. And we invest our own money just as we invest yours. No different. That should tell you how strongly we feel.

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Argent Wealth is a proud member of

Gluckstadt Madison Business Alliance

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