About Us
We provide our clients with objective advice in simplifying the complexities of their financial affairs.
Regent Peak Wealth Advisors is a registered independent advisory firm dedicated to working with creators of significant wealth, including multi-generational families, business owners, entrepreneurs, corporate executives, as well as trustees and board directors.
We help simplify your financial life by developing a financial roadmap designed to maximize rewarding outcomes. We do this by focusing on what’s most important to you. We will work with you to organize aspects of your financial decision making, creating and implementing strategies tailored to your circumstances and objectives. We will serve as your financial fiduciary, your objective advisor, and your loyal confidante. We are fully committed to helping you enjoy “peace of mind” – and the benefits of your wealth.
Client-focused mindset
As fiduciaries, the Regent Peak team operates with our clients’ best interests as our only mandate. We ensure that every recommendation and decision is made so that your benefits supersede those of the firm. This approach goes above and beyond the “suitability standard” offered by institutional managers.
Team Attention
You will know Regent Peak by our honesty, discretion, work ethic and the transparency of our action. Whereas clients of large advisory firms often feel underserved and under-appreciated, Regent Peak is uniquely structured by dedicating four team members to each relationship we serve. These four professionals work side by side to deliver a constancy of service and personal attention as well as an integration of valuable skill sets and knowledge capital. While there's a dedicated group that will know you best, the collaborative nature of our team ensures any one of us can step in to assist you.
Contact Us
Regent Peak Wealth Advisors is a registered independent advisory firm dedicated to working with creators of significant wealth, including multi-generational families, business owners, entrepreneurs, corporate executives, as well as trustees and board directors.