This month our Regent Peak team is celebrating our two year anniversary!
The creation of Regent Peak as an independent advisory firm is a direct result of our desire to access optionality and a variety of solutions for our clients.
Now, two years into our independence, our growing firm is proud of our work to help individuals and families reach their financial goals. Thank you to all of our industry partners and clients for choosing Regent Peak. And, thank you to our excellent team for their dedication that makes it all possible!
The future is bright and we can’t wait to see what the next year brings. Below is a picture of our team's anniversary celebration.