Videos
The Meaning of "Financial Independence" for Elias Crist, CFP®
Wealth & Health
The meaning of "Financial Independence" for Nick Fazio, CFP, CFA, CFP®,
Protect Your Source
What Does Financial Independence Mean to Regent Peak's Chief Financial Officer?
529 PLANS
Five Years of Regent Peak
Do You Even Need An Advisor?
FINANCIAL INDEPENDENCE
SUCCESSION PLANNING
Structured Notes
Expanding Your Comfort Zone
Personal Bias in Financial Planning
WHEN TO SEEK INPUT FROM YOUR ADVISOR
THE J CURVE
ETFs at Regent Peak
The 4% RULE
Stretch Goals
Artificial Intelligence at Regent Peak
Engaging an Advisor
BENEFICIAL FRICTION
What kind of shadow do you leave?
Benefits of AI in Wealth Management
Culture in Your Workplace
IRS Section 1202 for Small Businesses
SELLING YOUR HOME
Client Service at Regent Peak
Multigenerational Wealth Management
Update on Secure Act 2.0
Meet Dan Frechette
Technology in Wealth Management
Culture at Regent Peak
Meet Nick Fazio, CFA, CPA
Four Years in Review and What's Ahead for Regent Peak
Qualified Small Business Stocks
Creative Solutions
Pension Planning: Lump sum vs Distribution
A Benefit of Working with an RIA is Flexibility in Decision-Making
Who Can You Trust?
Consider Your Options
Assembling Your Pre Divorce Team
Cash in Your Portfolio
What You Own and Why You Own It
Moving Up the Ranks
Risk in Recession
Client Onboarding at Regent Peak Wealth Advisors
Independence Matters
Selling a Business
Making the Most of Your Compensation Package
Private Markets
Tax Loss Harvesting
Cybersecurity at Regent Peak
Real Estate in Your Portfolio
Asset Location Strategy
SECURE ACT 2.0 Elias Crist
Peak Perfomers Ep. 4
Starting a Business
Stay the Course
We Understand Business Owners
Peak Performers Ep 3
How Regent Peak is Unique
Meet Associate Relationship Manager, Elias Crist
Creative Solutions
Trusting the Process
Regent Peak | Celebrating Three Years
Peak Performers Ep 2
Smart Growth
Peak Performers Ep 1
Certified Divorce Financial Analyst ®
Just Get Started
Having a Good Start to the New Year
Certified Exit Planning Advisor
Preparing for Potential Tax Changes
Charitable Donations
Meet Office Manager, Amey Mitchell
The Regent Peak Team
Investment Committee
Meet Chief Operating Officer, Emily Raymond
Back on My Feet & Regent Peak
Managing Risk
We Are Your Sounding Board
Meet Chief Compliance Officer, Carmen Laster
Having a Financial Plan
Independence Matters
Financial Literacy & Your Children
Meet Our Founding Principal & Managing Director, Craig Robson
Meet our Chief Investment Officer, Nathan Hoyt
Meet our Chief Financial Officer, Kevin Manning
FOMO & Investing Don't Mix
Is Your House in Order?
Corporate Executives - Why Regent Peak is the right move for you!
Business Owners & The New Year
Working for you Through Your Divorce
Holiday Tax Planning
Working to Simplify Your Financial Life
Who is Your Copilot?
Market Volatility
Standard of Care
Who is Regent Peak?
Regent Peak Welcome Video
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.