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. We’re a small firm dedicated to getting to really know each client and to giving intense personal service, while ensuring each client’s needs are treated with the highest priority. Our team is united in the belief that service is a way of life – and our client’s 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 client’s 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: that’s our culture in a nutshell.
View Top Employees from Regent Wealth Management GroupWebsite | http://www.regentwealth.com |
Revenue | $872000 |
Employees | 3 (3 on RocketReach) |
Founded | 1987 |
Address | One Bradley Road Suite 902, Woodbridge, Connecticut 06525, US |
Phone | (203) 387-7887 |
Fax | (203) 387-7478 |
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Industry | Financial Services, Venture Capital & Private Equity, Wealth Management, Financial Planning, Finance |
Web Rank | 26 Million |
SIC | SIC Code 87 Companies, SIC Code 874 Companies |
NAICS | NAICS Code 5611 Companies, NAICS Code 561 Companies, NAICS Code 561110 Companies, NAICS Code 56 Companies, NAICS Code 56111 Companies |
Looking for a particular Regent Wealth Management Group employee's phone or email?
The Regent Wealth Management Group annual revenue was $872000 in 2024.
Alan Weiss is the President of Regent Wealth Management Group.
3 people are employed at Regent Wealth Management Group.
Regent Wealth Management Group is based in Woodbridge, Connecticut.
The NAICS codes for Regent Wealth Management Group are [5611, 561, 561110, 56, 56111].
The SIC codes for Regent Wealth Management Group are [87, 874].