1. Argentus Wealth Advisors

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Coral Gables, FL

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Argentus Wealth Advisors

3.0 (2 reviews)

Services - Argentus Wealth Advisors

Investment management

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Treece Financial Group - Team Treece is committed to financial advocacy, compassion, inclusivity, loyalty, and accountability.

Treece Financial Group

(1 review)

I've never met a financial planner like David Treece. He really cares about people, and his clients…read moreare treated like family. It's scary when parents get old and doing the right thing doesn't come easy. But at Treece I was made to feel like everything would be taken care of, and it was. They knew the best people to call for everything like healthcare, assisted living and long term care that didn't break the bank.

From the owner: TreeceFi takes care of your money, but care more about you. We are dedicated to your wealth +…read morewellbeing with a special focus on financial advocacy for those aging alone and the LGBTQ+ community. Our personalized, values-based planning approach is well beyond what many larger banks and financial service institutions are able and willing to provide. We have a fiduciary duty to you to always put your interests first including a duty of loyalty and utmost care. (Many financial advisors do not have this fiduciary duty and have a lower “suitability” standard). We are dually licensed which means that we are supervised by our broker dealer, Cetera Advisors, and by FINRA, the financial regulatory authority. (Many investment advisors choose not to affiliate with a broker dealer and have less direct supervision and are generally responsible for their own compliance). Securities and advisory services are offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer, and a Registered Investment Adviser. Cetera is separate from any other named entity.

Argentus Wealth Advisors - insurance - Updated October 2026

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