New Heights | Mid-Year 2024

Here we are, at the mid point of 2024! At this juncture, your Regent Peak team reflects on significant internal processes and expansions of our partnerships to enhance our business, allowing us to maintain our steadfast client-centric approach. We continue to hear from you on what's important, and while that can differ across the clients we serve, one thing remains at its core: our ability to engage with you in personalized ways across the customized service offering we provide our families.

We experienced a change in many of our tech partners in recent months, which allowed us to shop the market and find the most suitable option for us to perform at a peak level. While you, the families we serve, are not directly impacted by such changes, it internally allows our team to access enhanced platforms, gaining efficiencies so we can keep the quality of our client service at the forefront.

In year five, we continue to be proud of our successes acknowledging there's always room for growth. We consistently look for ways to be better, expand our way of thinking, all while having fun and keeping an open mind to the creative solutions that are evolving. Read below for details on our latest activities and remember that we have your best interest in mind.

See Us in the News

You may have caught on that we are in the news more than ever, having engaged a wonderful team at StreetCred PR, expanding our advertising and marketing efforts. We continue our work with the marketing team at Lucie Content, who've been on this journey with us for the past four years. Across both partnerships, you can continue to expect memos and videos from our team covering important information, parlayed into more timely pieces in the news. Some of the latest showcased here (click each title to be routed through to the articles):

IN the Nasdaq with Gregg Greenberg, featuring Craig Robson

Check out our recent interview with our Founding Partner and M.D. Craig Robson, CFP®, CIMA®, CDFA® on May 22, 2024 discussing private market investments, and where to house them in your portfolio.

Three Common Financial Blind Spots and How to Navigate Them

To better protect your wealth, keep your eye on tax efficiency, appropriate insurance coverage and the possibility of multiple market outcomes, as outlined by our CIO, Nathan Hoyt, CFP® in the column published in Kiplinger, May 27, 2024.

MarketWatch - Personal Finance

CFO Kevin Manning, CFP® was recently interviewed specific to a large deposit concern. Check out more at the link above, and why he considers engaging an advisor can help build a relationship to assist you with your financial affairs.

Bankrate: How Many Stocks Should You Own?

As quoted by our Associate Wealth Advisor, Nick Fazio, CFA, CPA in the article published June 6, 2024, he mentions that owning ETFs are, "very resilient strategies that over the long term tend to do well with minimal effort."

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Welcome Beth Moore, AAMS™

Kicking off summer we welcomed Beth Moore, AAMS™ as a member of our servicing team, filling the role of Client Service Associate. In this role Beth focuses on a segment of our clients, collaboratively with our advisors and team to provide exceptional service. She brings with her a wealth of knowledge in a long career in the wealth management industry, including both servicing and planning for clients.

Beth is the program head for the cheering program at her children's school, and advocates for healthy and fit lifestyles.

You'll continue to see and hear more from Beth as she engages with our families.

Upcoming Semester's Tuition Bill

As we near the end of summer, you may be thinking through your next steps for any upcoming tuition bills. If you have a 529 and intend to use funds to cover the cost of an upcoming tuition bill, please reach out so we can guide you through the process.

To ensure timely payment and confirmation of receipt from the educational 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. Please reach out to us to discuss.

Financial Updates

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.

Follow Along

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. Please click the icons at the end of this newsletter to be routed to our social media accounts. You'll be able to access 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.

Disclosures

Regent Peak Wealth Advisors, LLC is registered as an investment adviser with the Securities and Exchange Commission (SEC).The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability.

Note, the information provided in this document is for informational purposes only and investors should determine for themselves whether a particular service or product is suitable for their investment needs. This document may contain forward-looking statements relating to the objectives, opportunities, and the future performance of the U.S. market generally. Forward-looking statements may be identified by the use of such words as, but not limited to: "believe", "expect", "anticipate", "should", "planned", "estimated", "potential", and other similar items. These are subject to various factors, including but not limited to general and local economic conditions, changing levels of competition within certain industries and markets, changes in a portfolio's operations that could cause actual results to differ materially from projected results. Such are forward-looking in nature and involve a number of known and unknown risks, uncertainties and other factors, and accordingly, actual results may differ materially from those reflected or contemplated in such forward-thinking statements. Prospective investors are cautioned not to place undue reliance on any forward-looking statements or examples. None of Regent Peak Wealth Advisors, LLC or any of its affiliates or principals nor any other individual or entity assumes any obligation to update any forward-looking statements as a result of new information, subsequent events or any other circumstances. All statements made herein speak only as of the date that they were made.

Past performance is not indicative of future results. Returns not guaranteed. Not FDIC insured. Not bank guaranteed. May lose value, including loss of principal.

Content should not be construed as legal or tax advice. Always consult an attorney or tax regarding your specific legal or tax situation. Regent Peak Wealth Advisors, LLC is not engaged in the practice of law or accounting. This is not a recommendation nor an offer to sell (or solicitation of an offer to buy) securities in the United States or in any other jurisdiction.

Any and all hyperlinks in this newsletter are provided as a convenience, and we disclaim any responsibility for information, services or products found on websites linked hereto.