Regent Peak Wealth Advisors Doubles Assets Under Management Five Years After Becoming Independent RIA
May 02 2024 - 9:08AM
Business Wire
Atlanta-based firm has developed robust
alternative investments platform designed to improve portfolio
diversification, provide better client outcomes
Regent Peak Wealth Advisors (“Regent Peak”), an
Atlanta-based registered independent advisor (RIA) serving creators
of significant wealth across the country, today celebrates five
years of independence after breaking away from Merrill Lynch in
2019. Since becoming an independent RIA, Regent Peak has
experienced remarkable growth, more than doubling its revenues and
assets under management (AUM), while increasing its households
served by 69 percent.
Regent Peak provides comprehensive wealth management services to
multi-generational families, business owners, entrepreneurs,
corporate executives and other high-net-worth clients. Despite a
period of declining industry organic growth, Regent Peak has
thrived by continually enhancing its client service model. Focusing
on building bespoke financial plans and investment portfolios for
individuals and families who may have experienced a liquidity
event, launched or exited a business, or who need assistance in
planning family wealth transfers, Regent Peak creates personalized,
smart solutions that incorporate both sides of clients’ balance
sheets.
“Regent Peak’s road to independence has unlocked the freedom to
engage with our clients not just as financial advisors but also in
a more expansive consulting capacity, fueling our growth journey
over the past five years,” said Craig Robson, CFP, CIMA,
CDFA, founding principal and managing director at Regent Peak.
“The talented, hard-working team that we’ve built at Regent Peak
enjoys nothing more than solving complex challenges for our
clients, helping them achieve their life goals with truly objective
advice. I couldn’t be prouder of the culture and firm that we’ve
built.”
Managing more than $600 million in client assets, Regent Peak
has expanded its access to alternative asset classes by engaging
with investment solutions providers such as Atlanta-based
early-stage venture capital firm Tech Square Ventures,
private markets investment platform Gridline and crypto
investment platform Eaglebrook. These strategic
relationships are designed to improve portfolio diversification,
while increasing client exposures to private asset classes such as
digital assets, private equity, venture capital, commercial real
estate and private credit. Additionally, Regent Peak’s clients are
able to gain exposure to structured note products through
NewEdge Investment Solutions and protective investments
platform Halo Investing, further expanding its investment
platform to better meet clients' wealth objectives.
“It has been rewarding to witness Regent Peak’s evolution over
the past five years, especially in the development and maturation
of our investment management platform,” said Nathan Hoyt,
CFP, chief investment officer at Regent Peak. “Everything we do
at Regent Peak is centered around providing better service to the
families and individuals we serve. We are committed to simplifying
wealth management and building portfolios that help our clients
reach their desired outcomes.”
Regent Peak has nearly doubled its headcount since pursuing
independence in 2019, and is actively recruiting for its open
roles. For more information on Regent Peak’s bespoke financial
planning and investment management solutions for corporate
executives, business owners, generationally wealthy families and
divorcees, or if there is interest in joining the firm, please
visit regentpeakwealth.com.
About Regent Peak
Regent Peak Wealth Advisors is an Atlanta-based registered
independent advisory (RIA) firm dedicated to working with creators
of significant wealth, including multi-generational families,
business owners, entrepreneurs, corporate executives, as well as
trustees and board directors. Regent Peak offers its clients
objective guidance to simplify the complexities of their financial
affairs, helping organize all facets of financial decision-making
and create and implement strategies that are tailored to our
clients’ unique circumstances and goals. For more information,
follow Regent Peak on LinkedIn or visit
regentpeakwealth.com.
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