Regent Peak

Regent Peak Regent Peak Wealth Advisors is a registered independent advisory firm dedicated to working with crea

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and may be removed from the page. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change. Information provided is general in nature and does not constitute personalized investment advice. Any tax and estate planning information provided is general in nature and should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Information on this page is not an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned. Hyperlinks are provided as a convenience, and we disclaim any responsibility for information, services or products found on pages linked hereto. Investment advisory services are offered through Regent Peak Wealth Advisors, which is registered as an investment adviser and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability.

🎉 Big news from Regent Peak! 🎉Our Regent Peak family is growing, and we're excited to welcome five incredible new team m...
06/15/2026

🎉 Big news from Regent Peak! 🎉

Our Regent Peak family is growing, and we're excited to welcome five incredible new team members to the firm! As we continue to grow, each of these talented individuals will play an important role in supporting our clients, advisors, and the future of Regent Peak.

Meet the newest members of the team (top left to right, then bottom):

✨ Lora Schmidt – Chief of Staff, partnering with our leadership team to help drive strategic initiatives and firm-wide priorities.

✨ Aly Bishop – Summer 2026 Wealth Management Intern, gaining hands-on experience across the wealth management profession.

✨ Stephanie Clune – Client Service Associate, supporting our advisors and helping deliver an exceptional client experience.

✨ Will Lipani & ✨ Solomon Cohen – Wealth Planning Advisor, assisting advisors with comprehensive financial planning strategies and client planning needs.

We're thrilled to have each of them on board and can't wait for you to get to know them better. Stay tuned—we'll be sharing more about each of our newest team members in the coming weeks! 🚀

06/08/2026

Markets may be at all-time highs, but investor behavior tells a more nuanced story.

Historically, major market tops are often fueled by extreme optimism and speculation. Yet today, more than $7.5 trillion remains parked in money market funds, suggesting many investors are still cautious rather than euphoric.

At the same time, several sectors like healthcare and software services have lagged the broader rally, potentially creating opportunities as investors continue searching for long-term value and growth.

In this video, Craig Robson, CFP®, CIMA®, CDFA® breaks down what current market conditions may really be signaling for investors.

Happy Pride! Celebrating authenticity through allyship. 🌈
06/04/2026

Happy Pride! Celebrating authenticity through allyship. 🌈

06/02/2026

Inflation came in hotter than expected in April, but the bigger story may be what’s driving it, and what it means for investors long-term.

While geopolitical tensions and rising energy prices are contributing to current inflation concerns, history shows those shocks are often temporary. The larger issue is that inflation has steadily risen for decades as deficits grow and money supply continues expanding.

For investors, preserving purchasing power may require staying invested through periods of volatility rather than sitting on the sidelines.

In this video, Craig Robson, CFP®, CIMA®, CDFA® breaks down the recent CPI numbers, inflation trends, and what today’s environment could mean for long-term investment strategy.

Happy Birthday to our Chief Operating Officer Emily Raymond, SHRM-CP®! 🎂Thank you for keeping us moving forward while co...
05/26/2026

Happy Birthday to our Chief Operating Officer Emily Raymond, SHRM-CP®! 🎂

Thank you for keeping us moving forward while continuing to build a strong, collaborative culture along the way. Cheers to another year of success, growth, and celebration - both personally and professionally!

For those that made the ultimate sacrifice, we honor and remember you.
05/25/2026

For those that made the ultimate sacrifice, we honor and remember you.

05/18/2026

Markets often see through uncertainty before we do.

While headlines remain negative, several economic indicators are showing signs of strength:
• Manufacturing acceleration
• Stronger hiring estimates
• Heavy truck orders at their highest levels since 2021

The lesson? Markets are constantly pricing in what could happen next, not just what’s happening today.

A few thoughts on why recent market highs may not be as surprising as they seem.

05/12/2026

The headlines feel heavy right now. War, uncertainty, market volatility, political noise.

Yet the markets continue pushing to new highs. Why?

Because markets are forward-looking. They react to data and long-term expectations, not emotion, social media, or cable news headlines.

One of the biggest mistakes investors can make is allowing fear and personal bias to drive financial decisions.

Here’s a quick perspective on what we’re seeing right now.

Wishing a Happy Mother’s Day to the women who do it all – leading, nurturing, supporting, and inspiring every single day...
05/08/2026

Wishing a Happy Mother’s Day to the women who do it all – leading, nurturing, supporting, and inspiring every single day. Your strength and dedication do not go unnoticed. Today, we celebrate you. ✨

Wow! Seven Years! 👏🏻 What started as a vision has grown into something far greater – built on trust, dedication, and a s...
05/04/2026

Wow! Seven Years! 👏🏻
 
What started as a vision has grown into something far greater – built on trust, dedication, and a shared commitment to doing things the right way. Today, we celebrate not just our anniversary, but the people who made it possible: our clients, our team, and our partners.
 
Every milestone we’ve reached is a reflection of the relationships we’ve built and the standards we’ve refused to compromise. The bar has always been high – and that’s exactly where we intend to keep it.
 
Thank you for being a part of our journey. Here’s to the next chapter of growth, impact, and continued excellence.
 
Milestone

Address

200 Galleria Parkway SE Suite 1175
Atlanta, GA
30339

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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+14708673550

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