Regent Peak Wealth Advisors’ Post

For the second year in a row Regent Peak Wealth Advisors was honored to sit alongside leading wealth advisors and RIAs at the Blackstone Forbes | Shook ON-THE-ROAD event at The Whitley this week. Our discussions revolved a lot around alternatives - in terms of what we might expect out of private credit and what that could mean for investors’ portfolios. We’re looking forward to sharing our insights with Regent Peak relationships! #wealthmanagement #financialplanning  

Look who visited Winward Wealth Advisors: Meet Teddy 🐶

Look who visited Winward Wealth Advisors: Meet Teddy 🐶

Our team made the move last September to the independent platform at Wells Fargo Advisors. There is no better feeling knowing you own your business, with unbelievable support and resources behind you. If you, or anyone you know, works in Wealth Management and wants to take their business to the next level, feel free to contact me about the pros of going independent at Center Street Capital Advisors! #wealthmanagement #finet #businessowner #independent #investments #stocks #stockmarket #team #financialadvisor

Excited to be speaking at Bloomberg’s The Future Investor: Harnessing Innovation Amid Volatility event in Dallas on October 1. I’m looking forward to joining Bloomberg's Diksha Gera, Goldman Sachs’ Scott Mueller, & the Texas Stock Exchange’s Nicole Chambers to discuss the exciting opportunities for investors in today’s markets and how Wealthfront leverages technology to help meet our clients’ needs. https://lnkd.in/gWbSEjtN Disclosures: This communication is from an employee of Wealthfront Corporation. Any links provided to other server sites are offered as a matter of convenience and are not intended to imply that Wealthfront Advisers or its affiliates endorses, sponsors, promotes and/or is affiliated with the owners of or participants in those sites, or endorses any information contained on those sites, unless expressly stated otherwise. All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. Investment advisory services are provided by Wealthfront Advisers LLC, an SEC-registered investment adviser. Brokerage services are provided by Wealthfront Brokerage LLC, Member FINRA/SIPC.

Did you know Janus Henderson celebrated its 90th anniversary this year? If not, we have a fun highlight reel to share. We commemorated this milestone with a targeted marketing campaign in key financial locations throughout New York City. We'd like to thank our clients, for their continued partnership throughout the years. We can't wait to see what the next 90 years bring! #JHI #JanusHenderson #BrighterFutureTogether #90YearsOfExpertise #AssetManagement Investing involves risk. #InvestingInvolvesRisk

Less than a week left to nominate WDS for Best of Madison's Best in Wealth Management! Voting is simple. Go to https://lnkd.in/gnsmVp3A, select Home & Lifestyle, scroll to Wealth Management, and nominate Wealth Distribution Strategies! We appreciate your support and hope to achieve another Best in Madison award for Wealth Management in 2024. --- #wdstrategies #bestofmadison #wealthmanagement

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Did you know Janus Henderson celebrated its 90th anniversary this year? If not, we have a fun highlight reel to share. We commemorated this milestone with a targeted marketing campaign in key financial locations throughout New York City. We'd like to thank our clients, for their continued partnership throughout the years. We can't wait to see what the next 90 years bring! #JHI #JanusHenderson #BrighterFutureTogether #90YearsOfExpertise #AssetManagement Investing involves risk. #InvestingInvolvesRisk

Did you know Janus Henderson celebrated its 90th anniversary this year? If not, we have a fun highlight reel to share. We commemorated this milestone with a targeted marketing campaign in key financial locations throughout New York City. We'd like to thank our clients, for their continued partnership throughout the years. We can't wait to see what the next 90 years bring! #JHI #JanusHenderson #BrighterFutureTogether #90YearsOfExpertise #AssetManagement Investing involves risk. #InvestingInvolvesRisk