We understand that for many individuals, a significant piece of their overall wealth is their business. We offer a comprehensive approach designed to help maximize the overall impact that this asset can bring to your portfolio at large. Whether it’s the creation of an ideal retirement plan, strategies for the retention of key employees, or ensuring plans for continuation and succession are solidified, Regent Private Wealth is here to support your company’s growth, stability, and value for the long term.
We offer tailored solutions for business stability and growth, from strategic planning and risk management to employee retirement plans and cash flow optimization, meeting your company’s unique needs.
Provide our business owners with an understanding of the real economic value of their business; an essential tool for a future sale, capital raise, or confidence in strategic decisions.
Seek to maximize the profitability and tax-efficiency of your business transaction; ensuring that you exit on your terms and timeline.
Leverage financial analytics, valuation expertise, and strategic insights to help ensure well structured and economically fair deals on all business purchases and sales.
Seek to maximize philanthropic gifts and assets through diversified investment solutions that both align with foundational principles and support the entity mission within your community
Provide profit sharing and 401(k) plans with tax advantages and long-term wealth opportunities, while also fostering employee loyalty.
Incentivize key individuals within the organization to continue their business improvement and growth efforts, retaining top talent and adding business tax savings.
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.
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/.
Notice: You will be linking to another website not owned or operated by Regent Private Wealth. Regent Private Wealth is not responsible for the availability or content of this website and does not represent either the linked website or you, should you enter into a transaction. The inclusion of any hyperlink does not imply any endorsement, investigation, verification or monitoring by Regent Private Wealth of any information in any hyperlinked site. We encourage you to review their privacy and security policies which may differ from Regent Private Wealth.
If you “Proceed”, the link will open in a new window.