Regent Peak Wealth Advisors

Regent Peak Wealth Advisors

Financial Services, 600 Galleria Pkwy Southeast, Atlanta, Georgia, 30339, United States, 1-10 Employees

regentpeakwealth.com

  • facebook
  • twitter
  • LinkedIn

phone no Phone Number: 47********

Who is REGENT PEAK WEALTH ADVISORS

Regent Peak Wealth Advisors is a registered independent advisory firm dedicated to working with creators of significant wealth, including multi-generational families, business owners, ent...

Read More

map
  • 600 Galleria Pkwy Southeast, Atlanta, Georgia, 30339, United States Headquarters: 600 Galleria Pkwy Southeast, Atlanta, Georgia, 30339, United States
  • 2019 Date Founded: 2019
  • 1-10 Employees: 1-10
  • dollar-icon Revenue: Under $1 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Financial Services

SIC SIC Code: 6163

checked-icon Does something look wrong? Fix it. | View contact records from REGENT PEAK WEALTH ADVISORS

Regent Peak Wealth Advisors Org Chart and Mapping

Employees

Carmen Laster

Chief Compliance Officer

Zachary Jurich

Client Service Associate

Craig Robson

Founding Principal and Managing Director

Dan Frechette

Client Service Associate

Craig Robson

Founding Principal and Managing Director

Emily Raymond

Chief Operating Officer

signout-image
You are signed out

Sign in to CIENCE GO Data to uncover contact details

crown-icon Free credits every month

Frequently Asked Questions Regarding Regent Peak Wealth Advisors

Answer: Regent Peak Wealth Advisors's headquarters are located at 600 Galleria Pkwy Southeast, Atlanta, Georgia, 30339, United States

Answer: Regent Peak Wealth Advisors's phone number is 47********

Answer: Regent Peak Wealth Advisors's official website is https://regentpeakwealth.com

Answer: Regent Peak Wealth Advisors's revenue is Under $1 Million

Answer: Regent Peak Wealth Advisors's SIC: 6163

Answer: Regent Peak Wealth Advisors has 1-10 employees

Answer: Regent Peak Wealth Advisors is in Financial Services

Answer: Regent Peak Wealth Advisors contact info: Phone number: 47******** Website: https://regentpeakwealth.com

Answer: Regent Peak Wealth Advisors is a registered independent advisory 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. We provide our clients with objective advice in simplifying the complexities of their financial affairs. Regent Peak is part of the Dynasty Financial Partners network, one of the industrys pre-eminent advisor platforms. Through Dynasty, Regent Peak has access to a full array of investment research, consulting, and proprietary analytical tools. We help simplify your financial life by developing a financial roadmap designed to maximize rewarding outcomes. We do this by focusing on whats important to you. We will organize all aspects of your financial decision making, creating and implementing strategies tailored to your circumstances and objectives. We will serve as your financial fiduciary, your objective advisor, and your loyal confidante. We are fully committed to helping you enjoy peace of mind and the benefits of your wealth.

Premium Sales Data for Prospecting

  • Sales data across over 200M records

  • Up-to-date records (less decayed data)

  • Accurate Email Lists (real-world tested)

  • Powerful search engine and intuitive interface

lock icon Get Full Access