New Heights | Mid-Year 2023

We're halfway through the year already?! Time has flown for us as we have focused on strengthening relationships with clients and partners - an effort that we thoroughly enjoy and value. Whether you've worked with us for decades, or you are a recent member to the Regent Peak family, our commitment to you does not differ. Just as we work to establish and adhere to a plan for our clients portfolios, in tandem with tax and estate professionals, we also evaluate our own plan, the business model we set forth and the strategic initiatives that drive us forward. It's at this time of the year that we take stock in how that plan has evolved and its trajectory for the remainder of the year. As you know, any good plan requires TLC, and we're working right along side of you in this important process.

Below you'll find some exciting news from your Regent Peak team and other updates we're pleased to share with you as we wrap up our summer season.

Our Team

We believe that your experience as a client is paramount, and at the same time, we embrace a philosophy of smart growth. We consider a key to success lies in making decisions that benefit our clients and the sustainability of our service model. With that, we're excited to welcome our newest team members: Dan Frechette (left in photo) and Nick Fazio, CFA, CPA.

Dan joins our service team as an additional Client Service Associate. He brings decades of experience supporting clients from the onset of the relationship throughout all ongoing needs.

Nick joins us as an Associate Relationship Manager where he is responsible for the establishment and maintenance of client wealth plans. He will work in tandem with Elias in this capacity, alongside your dedicated support team. As he continues to grow and expand his engagement with you and your family, we wanted to provide you with his current Form ADV 2B. This document is a supplement to our firm's disclosure brochure (Form ADV 2A), that was recently sent to you, and provides specific information about Nick.

Please feel free to reach out with any questions or comments. Should you require a paper/hard copy version of any of the documents referenced above, they are available upon request by contacting our Chief Compliance Officer, Carmen Laster at 470-867-3552, or via email at

We courage you to learn more about Dan and Nick by clicking here where you'll be redirected to their bio's.

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Peak Performance

As hinted above, the first half of the year has flown by. Our clients, remaining at the core of what we do, inspire us every day. It's the big answer to the "why" behind launching the firm - to allow us to be a fiduciary. As such, we keep our core values front and center as our guide. Operating at our Peak Performance looks like a variety of things, but touching on some of those core values, here's a breakdown of some of our highlights year-to-date, as we acknowledge our journey in year four as a firm.

In the Spotlight

In March, Craig was invited to spend an evening at the Forbes SHOOK On-the-Road event here in Atlanta, speaking with other members of our industry on a panel to discuss the topic of Alternative Investments and the place for them in your portfolio. This type of forum is an example of one of the environments where we perform due diligence on various investments and managers in the marketplace. In addition to regular attendance at these events by members of the Regent Peak team, we also hold regular Investment Committee meetings, led by our Chief Investment Officer, Nathan Hoyt, where our team and guests from various managers are invited to open the conversation and conduct due diligence.

A bit of recognition you may have seen in our social post on LinkedIn, highlighting our hard work and teamwork: The June 15,2023 AdvisorHub ranking named Craig in its top 100 "Fastest Growing Advisors to Watch Under $1B."[1] This type of recognition is a result of our efforts as a collective, as we pride ourselves on the collaborative nature of our team.

Giving Back

Community outreach is something we are all passionate about at Regent Peak. With a variety of avenues to give back, we were able to provide help to those in need in the form of food and education throughout the year. A highlight for us was our morning spent with HOPE for Domestic Violence, assisting in the delivery of household goods, and serving of a warm meal. This year also brought the opportunity to engage with clients, and their peers at work, with a virtual wellbeing segment focused on answering some of the most common questions when it comes to engaging with a financial advisory firm, conducted by our Founding Principal and Managing Director, Craig Robson.

Office Update

In our last newsletter we were anticipating our move and the new integrations our larger office space would allow for. We've been pleased with the past seven months as we settle in to our space. As planned, the additional square footage provided adequate space to welcome our newest team members and host a variety of visitors in to our home. A huge shoutout to our Office Manager, Amey Mitchell who led this project for us.

Last, we've enjoyed spending time together as a team and celebrating our successes. In April we headed across the street from our office to Truist Park for a Braves game. As a cohesive, client-focused team, we always enjoy taking a little time away from the office together to remember why we work so well together in the office!

In Our Future

As we look ahead, we continue to evaluate in what other ways can offer the best there is to offer in the marketplace, and do more for our clients. It's important we receive feedback directly from you, our clients! Some future considerations also include the potential for adding accounting and/or estate planning professionals among our team to directly advise our clients. We will continue to seek strategic acquisition opportunities and determine if they would be additive to our firm. And lastly, we plan to introduce a multi-generational family advisory offering for those relationships who desire our assistance engaging relationships across generations. Soon we will be sending all clients a survey link to complete to provide us with feedback and guidance. It's important to us to evolve and evaluate our offerings.

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Upcoming Semester's Tuition Bill

As we near the end of summer, you may be thinking through your next steps for any upcoming tuition bills. If you have a 529 and intend to use funds to cover the cost of an upcoming tuition bill, please reach out so we can guide you through the process.

To ensure timely payment and confirmation of receipt from the educational institution, we recommend you pay the institution and utilize the 529 to request reimbursement to yourself. In some cases, paperwork is needed to fulfill these requests. In other instances, you may be able to fulfill this distribution online yourself. Please reach out to us to discuss.

Financial Updates

Important reminder: there is no need to wait for your annual review meeting! If there is a change in your financial situation, investment objectives, risk profile, or if any account restrictions should be added, removed or modified, please contact your advisor.

Follow Along

Would you like to stay engaged and hear from us more often? We invite you to follow us on social media for more frequent updates. Please click our icons at the bottom of the webpage and you will be directed to those social channels.

Deleted an email from us too quickly and want to review it again? Check out the News & Commentary section of our website, where we house a full library of all our content.

Contact Emily Raymond with any feedback on our publications, or suggestions for future topics.


Regent Peak Wealth Advisors, LLC is registered as an investment adviser with the Securities and Exchange Commission (SEC).The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability.

Note, the information provided in this document is for informational purposes only and investors should determine for themselves whether a particular service or product is suitable for their investment needs. This document may contain forward-looking statements relating to the objectives, opportunities, and the future performance of the U.S. market generally. Forward-looking statements may be identified by the use of such words as, but not limited to: "believe", "expect", "anticipate", "should", "planned", "estimated", "potential", and other similar items. These are subject to various factors, including but not limited to general and local economic conditions, changing levels of competition within certain industries and markets, changes in a portfolio's operations that could cause actual results to differ materially from projected results. Such are forward-looking in nature and involve a number of known and unknown risks, uncertainties and other factors, and accordingly, actual results may differ materially from those reflected or contemplated in such forward-thinking statements. Prospective investors are cautioned not to place undue reliance on any forward-looking statements or examples. None of Regent Peak Wealth Advisors, LLC or any of its affiliates or principals nor any other individual or entity assumes any obligation to update any forward-looking statements as a result of new information, subsequent events or any other circumstances. All statements made herein speak only as of the date that they were made.

Past performance is not indicative of future results. Returns not guaranteed. Not FDIC insured. Not bank guaranteed. May lose value, including loss of principal.

Content should not be construed as legal or tax advice. Always consult an attorney or tax regarding your specific legal or tax situation. Regent Peak Wealth Advisors, LLC is not engaged in the practice of law or accounting. This is not a recommendation nor an offer to sell (or solicitation of an offer to buy) securities in the United States or in any other jurisdiction.

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