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Regent Wealth Management Group

Regent Wealth Management Group

Financial Services, 1 Bradley Rd, Woodbridge, Connecticut, 06525, United States, 1-10 Employees

regentwealth.com

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phone no Phone Number: +12*********

Who is REGENT WEALTH MANAGEMENT GROUP

Regent Wealth Management Group, founded in 1987, is a nationally recognized, fee-only private wealth management firm located in Woodbridge, Connecticut. Our focus is on holistic wealth ma...

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  • 1 Bradley Rd, Woodbridge, Connecticut, 06525, United States Headquarters: 1 Bradley Rd, Woodbridge, Connecticut, 06525, United States
  • 1987 Date Founded: 1987
  • 1-10 Employees: 1-10
  • dollar-icon Revenue: $1 Million to $5 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Financial Services

SIC SIC Code: 8741 | NAICS Code: 621111 | Show More

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Regent Wealth Management Group Org Chart and Mapping

Employees
Alan Weiss

Alan Weiss

President

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Frequently Asked Questions Regarding Regent Wealth Management Group

Answer: Regent Wealth Management Group's headquarters are located at 1 Bradley Rd, Woodbridge, Connecticut, 06525, United States

Answer: Regent Wealth Management Group's phone number is +12*********

Answer: Regent Wealth Management Group's official website is https://regentwealth.com

Answer: Regent Wealth Management Group's revenue is $1 Million to $5 Million

Answer: Regent Wealth Management Group's SIC: 8741

Answer: Regent Wealth Management Group's NAICS: 621111

Answer: Regent Wealth Management Group has 1-10 employees

Answer: Regent Wealth Management Group is in Financial Services

Answer: Regent Wealth Management Group contact info: Phone number: +12********* Website: https://regentwealth.com

Answer: Regent Wealth Management Group, founded in 1987, is a nationally recognized, fee-only private wealth management firm located in Woodbridge, Connecticut. Our focus is on holistic wealth management: investment management integrated with financial life planning. Were a small firm dedicated to getting to really know each client and to giving intense personal service, while ensuring each clients needs are treated with the highest priority. Our team is united in the belief that service is a way of life and our clients know that. For all the millions in assets that we manage, we know that the most important asset we hold is our clients trust. We earn it and maintain it by understanding each clients situation, being responsive to individual concerns and proactively managing each portfolio. Our goal is to give each client the time, tools, personal service, and best thinking of our people and our strategic partners. Integrity, exceptional service, education: thats our culture in a nutshell.

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