Argentum Wealth Bewertungen 20

Prompt replies and clear explanations of what their products are. Available when you need them.

Argentum Wealth Management es una empresa que se toma muy en serio la situación de sus clientes. Desde el primer contacto, te redirigen al profesional adecuado, quien escucha con total atención cada detalle para elaborar un plan a la medida.
Si buscas asesoría experta en español, Jack Lowe es, sin duda, la mejor opción. He quedado muy satisfecho con mi entrevista con él; se nota su experiencia y su capacidad para entender las necesidades del cliente. No dudaré en recomendar sus servicios a cualquiera que busque orientación financiera de confianza en Tokio.

We (my wife and I) deeply appreciate the excellent support we got from Argentum Wealth when we set up an investment account (a U.S. brokerage account) with them this year. Because of our personal circumstances, our application process was complicated, and it took us some time to complete the process. But we got clear, timely, and caring support at each step. We are particularly indebted to Robert Alfa for being there for us whenever we needed him, with friendliness, patience and empathy. He is an excellent financial advisor. We also thank Alison Chen (Client Servicing) for her very helpful & timely support. We look forward to continuous support and help from Argentum Wealth in our investment journey with them, with clarity, safety and trust.

Very pleased with the services and support from Martin and the team at Argentum. Their flexible approach and long term financial planning solutions for foreign nationals living in Japan have provided a layer of security for our family during this phase of life.
Highly recommended!

Una experiencia financiera excepcional!!
Después de una decepcionante experiencia con otra empresa de servicios financieros (donde los cargos ocultos y la falta de comunicación fueron la norma), encontrar Argentum Wealth Management ha sido un alivio .Desde el primer contacto con Martin Zotta, tanto él como su equipo demostró profesionalismo, transparencia y atención personalizada.
Me asesoraron con claridad, sin presiones, y resolvieron mis dudas en custión de horas (nada que ver con los días de espera de mi anterior proveedor!), los trámites fueron ágiles y sin sorpresa en los costos.
Si buscan una empresa seria, humana y eficiente, 100% recomendada.

I'd like to take a moment to present my experience, in brief, with Argentum Wealth and my manager, David Rubenstein. This is a rock solid company managed by true professionals that you would expect to find in a wealth management organization. Based in Tokyo (with other outlet(s)) they have a team of experts in the fields of management, investment selections from a vast array of companies, and even a real estate branch; however, I didn't utilize that offering.

I, working directly with David, invested in an S&P 500 fund and after five months, when I had seen they are a solid company, I went all-in. I'm investing in a directed and selected pool of funds. I elected the 15-year plan for both investment vehicles and I finally feel I can sleep at night knowing my assets are growing with great care in professional hands.

I suggest that if you're just starting or are a former day trader (as I was), they will completely and utterly help you get the ball rolling. Seek Argentum Wealth Management and David Rubenstein, you will not go wrong in this decision.

Jack Lowe did a great job helping my wife and I with all our financial needs. He is very friendly and helps makes complicated things simple and also give good advice when needed. He has a keen understanding of all things monetary, and we are grateful for his professional help. He responded quickly and in English to all our requests and was able to help us with all our investment needs. I can highly recommend Argentum after using their services for the past decade. Thanks a million.

Martin and Argentum has been a great help in helping me manage my finacially. They can not only help you with your US account but also can provide helpful advice on Japanese accountsand real estate as well. Highly recommended based on my experience.

Argentum has been much better than the previous Japanese advisory I was using. They helped me clean up my accounts and portfolios, which were underperforming, and I am already seeing much better results. The level of advice and support is also much better. My advisor, Martin, has a great personality and is very friendly and helpful. The Japanese staff, Sanada, is also very kind and nice, so there is no need for Japanese people to worry about language!
I look forward to working with them from

I first had contact with Argentum back in mid to late 2017 when I met with a rep (Amanda) who set me up with my plan that started in early 2018. In the summer of that year, Robert Alfa took over as my contact person at Argentum and I have had no complaints at all since then. In fact, saying I have had no complaints would be a huge understatement as not only have I had no problems at all, but I have had the exact opposite experience as he has been fantastic to deal with. He has been very, very fast to respond to any and all queries I had, and his replies were very detailed and completely answered all the questions I had. So on those grounds alone, I have no qualms at all about recommending Robert to those wishing to save / invest or take advantage of any of the many services he offers.

Furthermore, the world of finance and investments can often seem very dry and clinical at times (especially to those not well-versed in these areas) but Robert brings a very personal, friendly, and approachable touch to all his client meetings and I have friends who have also invested with him so my fantastic experience with him is not unique in this regard. In fact, when I’ve had face-to-face or online meetings with him, most of the time it just seems like I’m chatting with a knowledgeable friend rather than a personal advisor. In my experience, this is a very rare quality he has and is definitely a very strong plus point for my recommending him to potential clients. Lastly, with his unique blend of pleasant personality and professionalism, he goes far above and beyond what I would expect from a financial advisor. So once again I would strongly recommend him to those wishing for detailed, impartial and on-point advice about their financial future. Contact Robert - you won’t be disappointed!

Robert and the team have been very clear and upfront about the products they offer, and as a new to the investment world, he has made me feel comfortable with the products I have bought.

Robert also made himself available for me and could answer any queries I had.

Lloyd Danon and David Rubenstein have been such a great help with our investments in Japan. I honestly wish we had contacted them earlier, because they have been a better option than the companies we used back in the US. We would recommend them for Americans and other English-speaking people who need investment and retirement services in Japan.

My agent, Mr Robert Alfa has been handling my accounts for a few years and has maintained contact with me constantly to ensure I am set up for retirement.

Since day one, my advisor, David Rubenstein from Argentum has been providing me with information and answers to all my questions regarding my life insurance. For me being in Japan it’s very important to be able to communicate in English about this very important matters. The offices also provided me with fast and accurate information every time needed. I always get the support and assistance I need in a very professional manner. Highly recommend their services.
A. Rivadeneira

I have been working with Argentum since 2018 and have been satisfied with their work thus far. I can recommend them to any foreign national in Japan looking for help getting their help to organize their personal finances and investments.

Martin Zotta and the Argentum Wealth Management team have provided me phenomenal financial management and advisory over the last number of years. The Argentum team is highly knowledgeable of the markets and have provided me highly personalized support and guidance for my specific investment needs. It has been a pleasure working with them.

It took me a while to get my student loans sorted so I’ve only started my first private pension back in 2009, after a few years of employment. Like many other people in my situation I had picked one of the big private pension managers and I assume like many others I had become dissatisfied with them due to their lack of competence and support awarded to the small ticket individual of me. This is how I ended up opening a second plan with Argentum back in 2012 and, after a few years being very satisfied with their quality of service and their professionalism, switched the old plan to be under their management as well. If you want your financial adviser to be personable, knowledgeable, put your interest first and not drown you in managerial puffery and publicity Argentum might just be what you are looking for.

Martin Zotta from Argentum has given us helpful advice and assistance with growing our portfolio. Unlike other advisors we have dealt with who gradually offer less support after the first year, Martin still gives us the same personalized and ongoing support 5 years into the relationship.