Alan P. Weiss, CFP®, CPA
President and Founder
"As 2008 approached, I started keeping articles by people whose opinions ran counter to the popular bullish optimism. Something about their pessimistic views resonated.
They were right.
I decided to find these people. They are smart analysts who can demonstrate an objective basis for their data-driven advice. These are the professionals who are now working for Regent Wealth Management Group as our consultants and advisors, helping to oversee the assets we manage, advising on risk strategies, and tracking global issues on behalf of our clients’ portfolios.
Our knowledge network represents a rare level of sophistication and expertise for a private, registered financial advisor firm. But I believe it is totally necessary to operate at this level. While we can’t predict the future, we can certainly be on greater alert, monitoring events, and planning contingencies.
The collapse of the economy actually invigorated our firm. We were already improving our internal systems and computer modeling capabilities for long and short term trading, but the collapse brought a sense of urgency and inspired clarity in our planning and diligence in our daily execution.
Another area of improvement has been in financial life planning – though we have always been a leader in this area. We believe we offer the best service you will find anywhere, for helping you envision and plan for a long and meaningful life."
Beginning his career as a CPA in Queens, New York, Alan Weiss recognized that clients wanted more than what an accounting firm could offer: they needed advice about what to do with their money. In 1985 he joined a division of American Express that specialized in the relatively new area of financial planning, or private wealth management. There, he was able to help clients grow their portfolios and advise them on their use of their assets.
In 1987, Alan became affiliated with an independent broker-dealer, able to offer his clients a fuller range of investment opportunities. "It was a risk to start a practice with just a few clients, but I really believed if I did what was right for the client, in the long run, we would both be successful."
Moving to Connecticut from his home in Long Island, Alan grew the firm one client at a time. "My philosophy is that I want to deal with people whom I like, and who appreciate what I can do for them. While I am passionate about the business, not every relationship is going to be a great fit – on both sides. So I’ve always limited the number of clients, in order to focus on great personal service."
For three years, as president of the Institute of Certified Financial Planners in Connecticut, Alan became a spokesperson attracting national attention for his views on private portfolio management, client service, and financial planning.
Regent Wealth Management Group now has offices in Woodbridge and Simsbury Connecticut and continues to serve a small community of clients, offering comprehensive financial planning services.
Alan and his wife Pnina, a physician at Yale-New Haven Hospital, have two children, Daniel and Doria.
Since establishing Regent Wealth Management Group in 1987, Alan has frequently been named among the nation’s top wealth advisers by major financial publications including Worth Magazine, Bloomberg, and Medical Economics. Financial planning books including "New Rules for Estate and Tax Planning" (2005) and "Estate Planning For Baby Boomers and Retirees" (1998) also have cited him as one of the country’s top financial professionals.
Alan’s recognized expertise has resulted in numerous guest commentary appearances on such respected news outlets and programs as CNN Financial News, CNBC Power Lunch, CBS Radio, and Fox on Money. He has been quoted by the Wall Street Journal, U.S. News and World Report, Journal of Financial Planning, and other prestigious publications.