To deliver the exceptional level of personal service experienced by all Regent Wealth Management Group clients, we limit our client base and maintain a staff-to-client ratio that is well above the industry average. Whenever you need us, we are available, responsive, and fully familiar with your situation.
The goal is to protect what you have earned while helping your savings grow. Our disciplined process helps you identify and accomplish meaningful life goals. New client relationships begin face to face, with an assessment of your assets, your goals, your personal preferences for risk/reward balance and your tolerance for volatility, and an exploration of our shared values. With all clients, we meet regularly to review the progress of your portfolio and to monitor any changes in your personal situation or life goals.
Although our clients give us discretion as to trading, we send updates regarding important investment activity and the rationale behind our portfolio risk management decisions. Some clients like to call to discuss opportunities, news, or market changes. We are always happy to hear from you.
As a Regent Wealth Management Group client, you have a unique opportunity to meet our consultants at invitation-only events. You’ll hear top financial analysts share their very frank analyses of world and economic events and their insights into portfolio risk management. The questions from our clients are often as enlightening as the speakers. That’s when you draw the direct connection between global economic issues and your portfolio. These are lively, popular gatherings, not to be missed. They are also a great time to meet fellow members of the Regent Wealth Management Group community.