Our Contacts

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Founding Principal / Managing Director

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Chief Investment Officer

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Chief Financial Officer

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Associate Wealth Advisor

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Associate Wealth Advisor

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    Chief Operating Officer

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    Chief Compliance Officer

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    Client Service Associate

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      Client Service Associate

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      Office Manager

      Contact Us

      Regent Peak Wealth Advisors is a registered independent advisory firm dedicated to working with creators of significant wealth, including multi-generational families, business owners, entrepreneurs, corporate executives, as well as trustees and board directors.