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.
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