With summer just around the corner, many of us are gearing up to take time off to relax, travel, and spend quality moments with family and friends. In an InvestmentNews article, our Founding Principal and Managing Director, Craig Robson, CFP®, CIMA®, CDFA® shares how we navigate work-life balance during vacation season at Regent Peak.

With an unlimited PTO policy and flexible work arrangements, we take a collaborative approach to ensure our employees can take well deserved time off. This strategy allows us to maintain smooth operations while an employee is on PTO, as our team members work together to cover responsibilities and maintain continuity at all times.

Article HERE