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About Regent Peak
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. They help simplify your financial life by developing a financial roadmap designed to maximize rewarding outcomes. Your Regent Peak advisor will organize all aspects of your financial decision making, creating and implementing strategies tailored to your circumstances and objectives. Serving as your financial fiduciary, the advisors at Regent Peak are committed to helping you enjoy “peace of mind” – and the benefits of your wealth.
Pricing options
Regulatory filings
Areas of specialty
- Multi-Generational Wealth Management
- Business Owner Financial Planning
- Entrepreneur Financial Advising
- Corporate Executive Wealth Strategies
- Trustee Financial Guidance
- Board Director Financial Solutions
- Financial Roadmap Development
- Tailored Financial Strategies
More about Regent Peak
| Designations | Minimum asset threshold |
| Registered Investment Advisor | N/A |
| Firm CRD Number | Number of advisors |
| 298259 | 7 |
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Let us match you with a financial advisor
Secure your future and achieve your goals with a free matchto financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Regent Peak.