Videos

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

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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

Holiday Message 2022

Thanksgiving Message 2022

Private Markets

Tax Loss Harvesting

Cybersecurity at Regent Peak

Real Estate in Your Portfolio

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Asset Location Strategy

SECURE ACT 2.0 Elias Crist

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Peak Perfomers Ep. 4

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Starting a Business

Stay the Course

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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

Happy Holidays!

Certified Exit Planning Advisor

Preparing for Potential Tax Changes

Happy Thanksgiving

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!

Happy Holidays

Business Owners & The New Year

Working for you Through Your Divorce

Happy Thanksgiving

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.