The market sell-off in early August was a stark reminder that pullbacks are not uncommon. Our Founding Principal and Managing Director, Craig Robson, CFP®, CIMA®, CDFA® believes that instead of making rash moves, investors should use those moments to reevaluate the risks in their portfolio and take stock of their liquidity needs to better prepare for future volatility.

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This week we have seen a notable rebound in U.S. stocks, with the Dow, S&P 500, and Nasdaq posting their best gains since November. While this uptick is promising, our Chief Investment Officer, Nathan Hoyt, CFP®, emphasizes the importance of staying vigilant.

At Regent Peak Wealth Advisors, we continue to navigate these dynamics with a balanced approach, focusing on long-term strategies amid short-term fluctuations. We remain...

Many advisors work with clients who own businesses, but not all are equipped to truly serve this niche. At Regent Peak Wealth Advisors, we understand that guiding business owners through their financial journey requires a deep understanding of their unique challenges.

Our Founding Principal and Managing Director,...

August 5, 2024 proved to be a hectic day for financial advisors and clients due to the market sell-off.

However, our founding principal and managing director, Craig-Robson, CFP®, CIMA®, CDFA®, shared his most effective strategy for calming anxious clients: reminding them that we designed their financial plans and corresponding allocations to account for periods of downside volatility. Craig noted that “while this isn’t enjoyable, it is...

Here we are, at the mid point of 2024! At this juncture, your Regent Peak team reflects on significant internal processes and expansions of our partnerships to enhance our business, allowing us to maintain our steadfast client-centric approach. We continue to hear from you on what's important, and while that can differ across the clients we serve, one thing remains at its core: our ability to engage with you in personalized ways across the...

When it comes to depositing a windfall of cash, it’s often more complicated than simply going to the bank..

Our Chief Financial Officer and wealth advisor, Kevin Manning, CFP®, says that policies regarding how to handle large sums...

A Blackstone study found that 90% of surveyed advisors had helped their clients into private markets, with 70% of the respondents saying their clients had allocations of 5% or more.

Our Founding Principal and Managing Director, ...

In Mallika Mitra's Bankrate article, our associate wealth advisor,...

In an InvestmentNews article, our Founding Principal and Managing Director, ...

With 70% of families losing their wealth by the next generation and 90% by the third, it is crucial for advisors to work with clients on preserving financial stability. In a piece for Kiplinger, our Chief Investment Officer...

Founding Principal and Managing Director, Craig Robson, CFP®, CIMA®, CDFA® sat down with...

With summer just around the corner, many of us are gearing up to take time off to relax, travel, and spend quality moments with family and friends. In an InvestmentNews article, our Founding Principal and Managing Director,...

Earlier this year our older son was accepted into a 7-month internship with a scuba diving company in Key Largo, FL. Upon completion of the program, graduates will have obtained multiple diving accreditations/licenses which will subsequently provide them an opportunity to teach anywhere in the world - I asked if they were accepting applications from 54-year-olds! In addition, graduates will have secured navigational licenses so they may also...

At Regent Peak, we follow a rules and process-based approach, and our investment portfolios are tailored to each client's unique financial situation and long-term objectives. And while we appreciate Warren Buffett and other investing luminaries, we're not relying on their insights to inform our investing decisions.

In a recent...

Tomorrow, Regent Peak Wealth Advisors celebrates our five year anniversary. To honor this, we are excited to highlight key milestones that we have achieved since 2019, as well as the strategic expansion of our investment platform to better meet our clients' unique wealth objectives.

Our founding principal and managing...

When wealth is passed on to the next generation, 70% of high-net-worth families experience a significant loss of assets. To address this issue, our founding principal and managing director, ...

In our work with clients, it's important that we're truly experts in the fields of financial planning, investment management and beyond. That's why our founding principal and managing director ...

As small-cap stocks gain momentum in client portfolios, our chief investment officer Nathan Hoyt, CFP® explains to...

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...

At Regent Peak Wealth Advisors, we are dedicated to serving corporate executives and business owners as they navigate career transitions and challenges, as well as understanding the financial implications involved.

Our founder and managing director...

Our chief investment officer, Nathan Hoyt, CFP®, is dedicated to building simple yet integrated strategies to help individuals and families achieve their financial objectives, particularly during times of transition. A strong...