Financial Planning
outlooks and insights
Regent Private Wealth is dedicated to helping clients operate by design and not default. We leverage the tried and true practices of sound financial management while keeping a pulse on industry and global trends. Our approach to your personal economy combines various financial expertise to provide a holistic gameplan that is stress-tested, yet adaptable, to help accomplish your vision of success.
What We Do
At Regent Private Wealth, we understand that your financial needs are as unique as your goals. Our comprehensive range of services is designed to meet those needs at every stage of your financial journey:
Financial Consulting
Tailored financial guidance to help you achieve your short- and long-term goals, offering clarity, strategy, and personalized plans for sustainable success.
Investment Management
Customized investment strategies designed to align with your goals, balancing growth and risk for long-term wealth building and financial security.
Tax Strategy
Proactive tax strategies designed to help minimize liabilities, optimize savings, and align with your overall financial plan, maximizing the value of your wealth.
Insurance Optimization
Comprehensive insurance solutions to help safeguard your wealth and future, including life, property, and long-term care coverage tailored to your needs.
Legacy Planning
Estate and trust services designed to help secure your legacy, minimize taxes, and ensure smooth wealth transfer for future generations.
Business planning
Strategic business planning solutions, including retirement plans and tax strategies, to help your business thrive and support long-term financial growth.
Investment advisory services are offered through Mariner Platform Solutions (MPS); affiliates of MPS may provide other services listed and they may be subject to additional fees. Some MPS advisors are licensed insurance agents and may be compensated for selling insurance-related products through an affiliated or unaffiliated insurance agency.
Investing involves risk, including the potential loss of principal. There is no guarantee that any investment or planning strategy will be successful.
At Regent Private Wealth, the priority is not merely managing your finances, it’s creating Clarity and Confidence across your entire financial Landscape.
Protect Your Wealth
We develop tailored risk management strategies to help safeguard your assets against market volatility and unforeseen challenges. By identifying potential risks and implementing proactive solutions, we believe your wealth can remain secure for the long term.
Grow Your Portfolio
Customized investment strategies that seeks to optimize growth while aligning with your financial goals. Leveraging deep market insights and diverse asset classes, our goal is to build a portfolio that balances risk and reward, helping you achieve sustained financial success.
Plan for Your Legacy
Our advisors assist you in creating a comprehensive estate plan that seeks to protect your wealth and secure your legacy for future generations. From minimizing tax liabilities to ensuring a smooth transfer of assets, we help you plan for a future that reflects your values.
Regent Private Wealth provides personalized guidance to help you confidently navigate complex financial decisions. Whether you’re facing challenges in investment management, tax strategies, or retirement planning, our experienced team is here to simplify the process and offer clear, actionable advice.
Meet Your Wealth Management Team
When it comes to your finances, your team is everything. We strive to bring subject matter experts from across all financial disciplines to every client’s planning. We’re all at work on your behalf, and with unity of purpose, to help your vision come to fruition.
Luke Preaus
President
Luke’s expertise in comprehensive financial consulting is rooted in his experience helping clients design their wealth to align with their vision. He specializes in personal and business cash flow and investment strategies with an emphasis on risk mitigation and tax efficiency.
Mikey Manghum, MBA
Vice President
Mikey brings both passion and expertise to developing tailored financial planning solutions. He excels in navigating unique client scenarios and bringing understanding, as well as clarity, to the complex elements of a financial gameplan.
Priya Cramer, DMgt.
Client Service Associate
Priya brings a wealth of client service experience across the music industry, higher education, and non-profit sectors. She is committed to delivering exceptional service, fostering strong client relationships, and supporting the firm’s dedication to personalized wealth management.
Additional Support
Regent Private Wealth partners with Mariner, giving us access to seasoned professionals in tax, trust, estate planning, investments, retirement planning, and insurance. Through our partnership, we can bring in a team of experienced professionals as needed, helping to ensure you receive comprehensive support tailored to your unique needs.
Financial Planning & Wealth Strategy
Mark Harris, CFP®
Wealth Advisor & Vice President of Strategy, Wealth Advisor, Mariner
Rachel Vega, CFP®
Senior Wealth Strategist, Mariner
Alfred Cantilina, CFP®
Wealth Strategist, Mariner
Portfolio Management & Consulting
Tim Baumert
Managing Consultant, Independent Portfolio Management and Consulting, Mariner
Chris McLeod, AIF®
Senior Consultant, Independent Portfolio Management and Consulting, Mariner
John Lischer, CAIA, CIMA®
Senior Consultant, Independent Portfolio Management and Consulting, Mariner
Aderemi Adeyemo
Consultant, Independent Portfolio Management and Consulting, Mariner
Tax
Ryan Drake, CPA®
Director, Tax Planning & Preparation, Mariner
Estate Planning
Scott Luhnau, JD, CTFA®
Vice President, Multi-Generational Wealth Planning, Mariner
The Mariner associates listed are not employees of Regent Private Wealth. They are employees of Mariner, and Mariner is the marketing name for the financial services businesses of Mariner Wealth Advisors, LLC and its subsidiaries. For additional information, refer to https://www.marinerwealthadvisors.com/legal/.
Your Path to Financial Growth Begins Here
We’re here to help you take the next step in securing your financial future. Whether you have questions about our services, need to schedule a consultation, or simply want to learn more about how we can assist you, feel free to get in touch with us today.
Office Hours:
Monday – Friday
9:00 – 5:00pm
Phone:
(918) 539-9839
Location:
Regent Private Wealth
7136 S Yale Ave, Suite 200
Tulsa, OK 74136