Your Regent Peak team has had a busy summer, as we work hard to make it happen for you, as your co-pilot, while enjoying time with family and friends. Take a look in this edition of our newsletter to see what we've been up to!
We distribute this newsletter to keep you, our client, informed of important details, deadlines, and other information you might need.
We hope you find our newsletters helpful. We enjoy staying engaged with you!
Tuition and 529s
Our Team
Peak Performers
Financial Updates
Follow Along
Summer Adventures
It may be summer but it's time to get prepared for the upcoming semester tuition bill!
A courtesy reminder to begin thinking through your next steps for any upcoming tuition bill(s). If you have a 529 and intend to use funds to cover the cost of an upcoming tuition bill, please give us an early notification as it relates to amount and deadlines.
To ensure timely payment and confirmation of receipt from the education institution, we recommend you pay the institution and utilize the 529 to request reimbursement to yourself. In some cases, paperwork is needed to fulfill these requests. In other instances, you may be able to fulfill this distribution online yourself.
We'll reach out directly to those clients who are in need of a distribution, and work together to craft a plan and course of action. Should you have any questions, please click here to email our team. Do not hesitate to reach out and our service team will assist you.
Podcast Feature
Our Founding Principal and Managing Director, Craig Robson was flattered to be part of Diamond Consultants' podcast series recently. Take a few minutes to listen to the program, "Liberated: Why a 25-Year Merrill Vet Managing $450mm Opted to Break Away and Build His Own Firm". Through Craig's conversation with Mindy Diamond, you’ll hear why Craig created Regent Peak Wealth Advisors to better serve client relationships while simultaneously providing optionality, flexibility and expanded growth opportunities for our team members, which translates to professional happiness.
Get to Know Our New Team Member Elias Crist
Elias, who joined us as an Associate Relationship Manager last month, is a natural problem solver and enjoys helping clients find peace of mind with their financial plan!
When Elias isn't working he loves playing tennis and exploring Atlanta's many unique neighborhoods. He has seven siblings and enjoys spending time with his family and friends. Elias is a Georgia Institute of Technology graduate.
CLICK here to see a video about Elias or connect here: Elias John Crist, CFP®
Summer Fun
Our team had a little fun during our professional photo shoot - sometimes it feels good to be silly for just a minute!
Through Peak Performers, we showcase individuals whose professional journeys are unique, interesting, and inspiring. One of our goals as advisors to you is to help you pursue your dreams in a financially sound way, and we hope in sharing this series, you will be motivated to reach new heights of your own.
CLICK HERE to watch the latest Peak Performers, Episode 3 with Dr. Brian Hill, CEO and Founder of HIPnation, a disruptor in the traditional patient - insurance relationship model. Learn how Dr. Hill challenged convention and what influences in his life helped him achieve personal and professional goals.
Important reminder: there is no need to wait for your annual review meeting! If there is a change in your financial situation, investment objectives, risk profile, or if any account restrictions should be added, removed or modified, please contact your advisor.
Would you like to stay engaged and hear from us more often? We invite you to follow us on social media for more frequent updates. Click here for our LinkedIn, Facebook, Twitter, and newly launched Instagram accounts. You'll soon see new content highlighting our Regent Peak difference!
Deleted an email from us too quickly and want to review it again? Check out the News & Commentary section of our website, where we house a full library of all our content.
Contact Emily Raymond with any feedback on our publications, or suggestions for future topics.
We love to see our Regent Peak team members taking time with their families. Personal time enables us to recharge and come back relaxed and better focused on working with you, our clients. Here are a few shots of our team members and their loved ones. We hope you have time to enjoy your families too this summer!
Fun on the beach! The Laster family enjoyed time at their favorite getaway spot: St. Simons Island.
Zack and his girlfriend Morgan behind Cathedral Rock in Sedona, AZ.
Craig enjoyed another fishing expedition in Alaska. He brought back 86lbs fish, beating his 75lb. haul from last years trip!
The Raymond sister's always enjoy their time in Maine, especially when Grampa builds them a go-cart!