Broad spectrum of financial planning services
Regent Wealth Management Group, founded in 1987 by Alan P. Weiss, CFP®, is a nationally recognized, fee-only private wealth management firm with offices in Woodbridge and Simsbury, Connecticut.
National publications such as Worth, Bloomberg Wealth Manager, and Medical Economics have repeatedly rated Alan as one of the country's best financial advisors, fully dedicated to providing exceptional service to high net worth individuals.
Core competency: wealth asset management with integrated financial life planning
Our core competency is managing portfolios dynamically to minimize risks while achieving client goals. Regent Wealth Management Group services are best suited for those with $2 million or more in investable assets. Our process for financial life planning integrates disciplined quantitative wealth asset management with a personal concern for understanding each client – what are your life goals and what matters to you in creating a thriving financial and personal life.
Since financial planning encompasses much more than asset allocation, Regent Wealth offers a broad spectrum of financial planning services:
- Redefining Retirement
Retirement planning is often our clients' top priority. They are concerned whether they will have enough money, what type of lifestyle they can enjoy, and how long the nest egg will last. Our retirement analysis includes projections using different scenarios, which will help you make decisions today by prioritizing your goals. We will monitor the plan on a regular basis to determine if you are on track and recommend adjustments when appropriate.
- Cash Flow Planning
We design cash flow strategies to accommodate your income needs both before and after retirement, with the understanding that life expectancy has greatly increased. By carefully monitoring withdrawals in retirement, and planning for various scenarios, including health care, we will develop the optimum strategy tailored to your needs.
- Tax Planning
We do not prepare tax returns, but do work closely with our clients' other advisors to recommend strategies that meet all tax obligations, but also protect and grow wealth.
We work with two highly respected, fee-only insurance advisors, who will analyze your policies for a flat fee, offering complete objectivity. And while we do not sell any products, we can direct our clients to no-load and low-load insurance options that a typical insurance agent may not offer.
- Estate Planning
We can work with your existing estate planning attorney or make available our recommended list. While we do not draft documents, we actively participate in the estate planning meetings. We also offer corporate trustee services to manage trusts of charitable funds and estate plans.