At Regent Private Wealth, we approach financial planning and wealth management with a holistic perspective, which helps ensure every aspect of your financial life is carefully considered. Our collaborative process of mutual discovery allows us to understand your unique situation, values, and aspirations, creating a comprehensive plan that aligns with both your immediate needs and future goals. Together, with insights from multiple specialists, when necessary, leveraging expertise from each financial discipline, we work to co-create strategy that covers all aspects of your personal economy.
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:
Tailored financial guidance to help you achieve your short- and long-term goals, offering clarity, strategy, and personalized plans for sustainable success.
Customized investment strategies designed to align with your goals, balancing growth and risk for long-term wealth building and financial security.
Proactive tax strategies designed to help minimize liabilities, optimize savings, and align with your overall financial plan, maximizing the value of your wealth.
Comprehensive insurance solutions to help safeguard your wealth and future, including life, property, and long-term care coverage tailored to your needs.
Estate and trust services designed to help secure your legacy, minimize taxes, and ensure smooth wealth transfer for future generations.
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.
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/.
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