Regent Peak Wealth Advisors

What does the term “Financial Independence” mean to you? Watch here as Regent Peak Wealth Advisors’ Chief Financial Officer, Kevin Manning, CFP® shares his perspective on what he’d like to see his clients achieve financially. #financialindependence #financialplanning #wealthmanagement 

Our Founding Principal and Managing Director Craig Robson, CFP®, CIMA®, CDFA® recently joined David DeCelle on the Model FA Podcast to discuss Regent Peak Wealth Advisors’ journey to independence, how we've intentionally built a dynamic growth and client service model, and why financial plans are the cornerstone of how we serve our clients. “Not having a financial plan is like not knowing how you’re going from point A to B – it’s dangerous,” Craig explains. He also discusses how we craft tailored plans for our multigenerational wealth clients, bringing the entire family – the patriarch, matriarch, and their children – together to align on a unified path forward. This process goes far beyond traditional asset management; it’s about developing comprehensive financial plans that help to ensure a smooth transfer of wealth, address the family's long-term wealth goals and establish a roadmap for future generations. Tune in to the latest Model FA Podcast to learn more about the Regent Peak story. https://lnkd.in/gcnUCXSA

Many parents hear about 529 Plans as a way to save for their children's college educations, but do you know there is more flexibility than one might think for those funds if your child doesn’t attend college or lands a scholarship? Watch here as Regent Peak Wealth Advisors’ Chief Investment Officer, Nathan Hoyt, CFP®, provides insights about 529 Plans that may be surprising to you. #529Plan #financialplanning #wealthmanagement #collegesavings 

The promise of AI is to help advisors improve efficiency and automate routine tasks, but what does that mean for advisors? Craig Robson, CFP®, CIMA®, CDFA®, our Founding Principal and Managing Director, tells Financial Planning that “generative AI enables wealth advisors to spend more time on strategic planning and personalized client service, ultimately increasing productivity and client satisfaction.” But he doesn’t fear AI taking his job any time soon. He believes that the value of the human element cannot be replaced. Clients consistently seek advisors who offer competencies, knowledge, experience, personality, relational connections, willingness to serve and strong ethics–qualities that AI cannot fully replicate. While AI tools can be valuable in an advisor’s toolbox, the human connection remains indispensable. https://lnkd.in/gRtPZiDX

We take cybersecurity seriously at Regent Peak Wealth Advisors, and during cybersecurity month, we want to remind you to be careful with whom and how you share your personal information. We adhere to strict policies and procedures to protect our clients’ and relationships’ information as well as our own. #cybersecuritymonth #safecyber #wealthmanagement #financialplanning  

The upcoming BLS September Jobs Report got us thinking about how we plan to grow our team in the months ahead. Our Founding Principal and Managing Director Craig Robson, CFP®, CIMA®, CDFA® spoke with InvestmentNews about our team expansion efforts and growth ambitions. "Within Regent Peak Wealth Advisors, we maintain a smart growth strategy which translates to hiring new talent before we are capacity constrained," said Craig. "Our next hires will be within the business development, advisory, or client services roles as these will allow us to continue being ‘laser-focused’ on growth initiatives.” https://lnkd.in/g8MaJ4NM

Happy birthday to our leader and Regent Peak Wealth Advisors’ Founding Principal and Managing Director, Craig Robson, CFP®, CIMA®, CDFA®!

This year Regent Peak Wealth Advisors celebrates five years of business.  Some of us sat down to share what this important milestone means to us. Thank you to our relationships and feel free to share any fun memories you have below! #wealthmanagement #financialplanning 

ICYMI: Our Founding Principal and Managing Director Craig Robson, CFP®, CIMA®, CDFA® sat down with Kyle Van Pelt on the Milemarker Connected Advisor podcast to discuss how Regent Peak Wealth Advisors serves as a trusted, objective guide for corporate executives, business owners, multi-generational families and other creators of significant wealth. As these individuals continue to create wealth throughout their lives, they need a counterpart to help navigate crucial life decisions and determine how to best utilize their wealth in this lifetime. Craig notes, “it is making sure that you as an advisor have the tools, the team, the capabilities and the resource strategy to help these relationships not only today, but going into the future.” Tune in to the episode. https://lnkd.in/dBVvCSGN 

Today is American Business Women’s Day. The AMERICAN BUSINESS WOMENS ASSOCIATION works to bring together businesswomen of diverse occupations and to provide opportunities for them to help themselves and others grow personally and professionally through leadership; education, networking support and national recognition.  Regent Peak Wealth Advisors supports the mission and we recognize the amazing women on our team, Beth Moore, AAMS™️, Emily Raymond, Amey Mitchell, and Carmen Laster. #womeninbusiness #americanbusinesswomensassociation