At Regent Peak Wealth Advisors, we focus on all aspects of our clients lives to create smart solutions that go beyond investment management. As an independent firm, we have flexibility to tailor our services to better meet the evolving needs of the multi-generational families, business owners, entrepreneurs, corporate executives and wealth creators that we serve.
Our Founding Principal and Managing Director Craig Robson, CFP®, CIMA®, CDFA® spoke with David Armstrong on the RIA Edge (Part of Wealth Management EDGE) podcast to discuss the successful strategies that have fueled our growth over the last five years. He delves into our strong focus on client satisfaction, how and why we involve all family members in the financial decision-making process, and the industry relationships we leverage to provide the best possible service.
Link HERE