Regent Wealth Management Group
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- 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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Headquarters:1 Bradley Road Suite 902, Woodbridge, Connecticut, United States
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Phone Number: +1 203-387-7887
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Website: https://www.regentwealth.com
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Employees:3
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Revenue:$0 - 1M
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Legal Name:Regent Wealth Management Group
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Regent Wealth Management Group's Social Media
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| NAICS Code: 621111 |
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Frequently Asked Questions regarding Regent Wealth Management Group
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Where are Regent Wealth Management Group's Headquarters?
Regent Wealth Management Group's Headquarters are in 1 Bradley Road Suite 902,Woodbridge,Connecticut,United States
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What is Regent Wealth Management Group's phone number?
Regent Wealth Management Group's phone number is +1 203-387-7887
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What is Regent Wealth Management Group's official website?
Regent Wealth Management Group's official website is https://www.regentwealth.com
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What is Regent Wealth Management Group's Revenue?
Regent Wealth Management Group's revenue is $0 - 1M
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What is Regent Wealth Management Group's NAICS code?
Regent Wealth Management Group's NAICS code is 621111
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How many employees are working in Regent Wealth Management Group
Regent Wealth Management Group has 3 employees
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What is Regent Wealth Management Group's Industry?
Regent Wealth Management Group is in the industry of Financial Services
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Who is Regent Wealth Management Group's President?
Regent Wealth Management Group's President is Alan Weiss