Regent Wealth Management
Regent Wealth
Management Group,
founded in 1987,
is a nationally recognized,
fee-only private wealth
management firm
located in
Woodbridge,
Connecticut.
Management Group,
founded in 1987,
is a nationally recognized,
fee-only private wealth
management firm
located in
Woodbridge,
Connecticut.
Regent Wealth Management Group is an independent fee-only registered financial advisory firm, offering a pro-active, personalized approach to private wealth management. We service a limited number of clients, helping them to identify and achieve meaningful life goals – to experience the full worth of their assets.
To protect our clients’ assets we adhere to a disciplined investment methodology designed to avoid overvaluations and mitigate downside loss. We engage top financial analysts to track economic, political and geographic issues, review our investment decisions, and identify risks and opportunities around the globe.