Regent Private Wealth was founded by experienced financial professionals with a shared commitment to providing customized, transparent wealth management services. Our founding partners, each with years of experience in financial services, joined forces to create a boutique advisory firm dedicated to helping clients achieve financial confidence and long-term security. Regent Private Wealth is built on the principles of integrity, personalized service, and strategic planning.
Our story began with a simple realization: our founders saw a growing need for a firm that offered not only financial guidance but also a deep commitment to the personal goals and values of each client. Drawing on years of combined experience in investment strategy, estate planning, and tax optimization, our team brings a wealth of knowledge to each client relationship. Our mission is straightforward: to empower clients at every stage of their financial journey with tailored solutions that build and protect wealth over time.
Whether you’re seeking financial advice or preparing for a legacy, Regent Private Wealth is your dedicated partner in navigating life’s financial complexities with clarity and confidence.
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’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 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 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.
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.
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/.
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
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