Our Mission

Our mission at Argonautica Private Wealth Management, Inc. is to provide you with specific tailored advice and guidance designed to create measurable results, minimize risk and cost, and strive to instill comfort and confidence in your customized investment plan.

Through our goal-oriented process, we'll help you establish an investment plan, determine appropriate asset allocation, perform investment due diligence, and manage the execution of investment decisions while reviewing portfolio goal-focused progress. Ultimately, our team seeks to uncover the ideal combination of using institutional investment management firms paired alongside our own portfolio management expertise to work to optimize your overall investment portfolio to achieve your financial objectives.

We aim to implement our investment management services in a private investment office atmosphere, working closely with your trusted advisors in a cohesive effort to help you achieve your goals. This connected approach enables us at Argonautica Private Wealth Management, Inc. to deliver impeccable client service, communication, and performance. 

Argonautica Private Wealth Management, Inc. is a Registered Investment Adviser. We take our fiduciary obligation to you very seriously. Fiduciary duty represents the highest degree of trust and confidence that the investment adviser will act in your best interest. Investment Advisers are governed by the Investment Advisers Act of 1940 and applicable state securities laws, which govern conduct and disclosure requirements, creating a high legal standard referred to as "fiduciary" duty.