About 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. We provide our clients with objective advice in simplifying the complexities of their financial affairs.

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Regent Peak is part of the Dynasty Financial Partners Network, one of the industry’s pre-eminent advisor platforms. Through Dynasty, Regent Peak has access to a full array of investment research, consulting, and proprietary analytical tools.

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 organize all 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.

Our Approach

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 three team members to each relationship we serve. These three 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.

Our Difference

COMPREHENSIVE APPROACH

We focus on all aspects of your life to create smart solutions that go beyond investment management. Keeping your goals and objectives in mind, these solutions are tailored to you and your family, allowing you a peace of mind regardless of your circumstances.

SIMPLIFICATION

We excel at taking the complexity out of wealth management and simplifying the decision-making process. Our high-touch service will give you confidence that all of your concerns are effectively managed.

INDEPENDENCE

As an independent advisory firm, we are virtually conflict-free and can offer truly objective advice. We leverage our relationships industry effectively to provide the best service that fits your needs.