Tomorrow, Regent Peak Wealth Advisors celebrates our five year anniversary. To honor this, we are excited to highlight key milestones that we have achieved since 2019, as well as the strategic expansion of our investment platform to better meet our clients' unique wealth objectives.

Our founding principal and managing director Craig Robson, CFP®, CIMA®, CDFA® shared: “The talented, hard-working team that we’ve built at Regent Peak enjoys nothing more than solving complex challenges for our clients, helping them achieve their life goals with truly objective advice. I couldn’t be prouder of the culture and firm that we’ve built.”

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