Sargent Investment Group

About

Home - Sargent Investment Group Contact Us Client Login Search for: Go Sargent Investment Group helps create peace of mind around the complexities of wealth. We help our clients create a clear purpose of their wealth through organization, responsible planning and a corresponding tailored investment allocation. SIG’s multigenerational relationships speak to the depth, trust and confidence our families place in our partnership. Forbes Sargent Investment Group named to America's Top 250 RIA firms for a third year in a row Read more about this accomplishment Brian McGregor named as a Best-in-State Advisor, by Forbes Read more about this accomplishment Forbes again names Sargent Investment Group to America's Top 250 RIA Firms in 2024 Read more about this accomplishment More News The “Forbes America’s Top RIA Firms” rankings was compiled by SHOOK Research, published in October 2025 using data as of 3/31/2025. Firms provide a self-completed survey with firm data and participate in due diligence meetings with SHOOK. Information is analyzed and ranked by SHOOK utilizing a ranking algorithm that includes client impact, industry experience, credentials, compliance records, AUM, revenue, etc. SIG did not pay any compensation to participate in this survey or ranking and the ranking is not related to the quality of investment advice or investment performance. The Sargent Investment Group Approach SIG delivers a comprehensive approach to wealth management through our Financial GPS, charting

Key Contact