Regent Financial Wealth Management, LLC

Regent Financial Wealth Management, LLC is here to help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this website to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals. Regent Financial Wealth Management, LLC is a financial firm committed to helping people pursue and achieve their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe in working side by side with our clients to better identify their needs and goals in order to help them make sound financial decisions. Regent Financial Wealth Management LLC is first and foremost a planning entity. The key to successful financial planning requires not only a clear understanding of the many facets of financial services but how those individual pieces fit together into the larger picture to help clients achieve their goals and dreams. These plans are executed through the following products and services: Full financial plans for individuals, families, and businesses Estate planning All aspects of life insurance, disability insurance, health insurance, long-term care insurance and Medicare supplement insurance Investments including initial public offerings (IPOs), options, variable annuities, fixed annuities, equity-indexed annuities, immediate annuities, mutual funds and individual stocks and bonds Alternative investments such as closed-end mutual funds, non-traded real estate investment trusts (REITs), managed futures, hedge funds and oil/gas limited partnerships Investment products such as Traditional IRAs, Roth IRAs, 401-k, 403-b, SEP, SIMPLE and 529 college savings plans More advanced investment tools such as fee-based advisor managed accounts, separately managed accounts, private managed accounts and third-party managed accounts

Address: 3211 Peoples Drive Suite 110 Harrisonburg, VA 22801 USA

Phone: +1 540 442 1199
FAX: +1 540 442 6222