Regent Peak Wealth Advisors

Happy holidays from the entire Regent Peak Wealth Advisors team!

With Bitcoin’s recent performance surge and a strong year for digital assets overall, our founding principal and managing director Craig Robson, CFP®, CIMA®, CDFA® outlined for Gregg Greenberg why advisors and investors alike may be more amenable to digital assets in 2025: - Congress continues to embrace digital assets, creating a more favorable regulatory environment - Volatile digital assets like Bitcoin and Ethereum offer tax-loss harvesting opportunities for those with direct ownership - Cold storage solutions reduce the risk of predators accessing and stealing crypto assets - The use cases for digital assets, such as blockchain-powered internet and digital currency, continue to evolve As part of Regent Peak Wealth Advisors’ broader alternatives strategy, we continue to maintain digital assets within client portfolios for those interested, Craig also noted. Read more in InvestmentNews. https://lnkd.in/gfbZSh7X

We are pleased that our Founding Principal and Managing Director Craig Robson, CFP®, CIMA®, CDFA® has been recognized on InvestmentNews’ 2024 Hot List!   Highlighting the top 98 leaders in the wealth management industry, the Hot List recognizes wealth professionals that have helped shape the industry and that have displayed exceptional leadership over the past year.   Craig’s inclusion on the Hot List reflects upon his strong and steady leadership of Regent Peak Wealth Advisors. Under his guidance, the firm has doubled in size since our launch in 2019 and continues to achieve meaningful growth while remaining committed to client-centric financial planning and investment management. https://lnkd.in/gUXjngzj

Wishing you a joyous holiday season from Regent Peak Wealth Advisors.

In the final episode of our Regent Peak Wealth Advisors series on the meaning of “financial independence,” Elias John Crist, CFP®, shares his perspective and why it’s so important to reflect on this idea, especially as we take stock of meaningful aspects of our lives during the holiday season. #financialplanning #wealthmanagement #financialindependence

Financial goals evolve as life circumstances change, and it's important to reassess how you invest. Nathan Hoyt, CFP®, our Chief Investment Officer, recently spoke with Jordan Rosenfeld at GOBankingRates about key signs it's time to shift your investing approach. From taxes to evolving life stages, Nathan offers practical advice on when and why to make adjustments. https://lnkd.in/gWrMS6hf

This time of year initiates reflection of many aspects of one’s life. Craig Robson, CFP®, CIMA®, CDFA®, Founding Principal & Managing Director of Regent Peak Wealth Advisors, was influenced by a quote from a family member that went, “If you have your health and your family, then you have your wealth.”  Watch here as Craig shares his views on the links between our health and wealth. #wealthmanagement #financialplanning #healthandwealth

Active management is gaining traction within the ETF space, with active ETFs expected to surpass $4 trillion by 2030. Our Chief Investment Officer Nathan Hoyt, CFP® weighed in on the rising appeal of active ETFs, their benefits for investors and the importance of understanding the underlying investments of these funds: “An actively managed ETF can provide tax efficiency in a slightly more cost-effective wrapper than a traditional mutual fund, but the reason you own any actively managed fund is the same; you are looking for the opportunity to beat the broad market,” Nathan said. “As actively managed ETFs gain popularity, in a market where there are more ETFs than publicly traded companies, it’s essential to look under the hood to understand what you own.” Read more in etf.com. https://lnkd.in/gk32WZ5k

This Giving Tuesday, Regent Peak Wealth Advisors invites you to join us in making a difference. Support local causes and help build a stronger, more compassionate community. Every act of giving counts. #GivingTuesday #CommunitySupport #financialplanning #wealthmanagement

Since Regent Peak Wealth Advisors became independent in 2019, we’ve strategically grown by refining how we serve and connect with our clients. Our Founding Principal and Managing Director Craig Robson, CFP®, CIMA®, CDFA® recently shared with Alec Rich how we’ve developed innovative services – like consulting on illiquid assets and preparing our business-owner clients for tax-efficient sales – allowing us to go beyond traditional wealth management offerings. Craig also reflected on how client relocations and connections with centers of influence have fueled our national growth. Read more about how Regent Peak is continuing to grow and serve clients in Citywire RIA. https://lnkd.in/eZxbyuSk