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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.

09/01/2026

The “bond vigilantes” are back. And that could matter for your portfolio.

With U.S. federal debt surpassing $40 trillion, Craig Robson, CFP®, CIMA®, CDFA® looks at what’s happening in the bond market and why these developments may signal a broader shift in how investors think about portfolio construction.

08/19/2026

📚✏️ New backpacks, big smiles, and lots of excitement! Meet some of the young stars behind our team. Wishing all of our employees’ kiddos an amazing back-to-school year! 🍎✨

08/05/2026

Are today's headlines telling the whole story?

It's easy to focus on market volatility and economic uncertainty, but the underlying data paints a more balanced picture.

In this video, Craig Robson, CFP®, CIMA®, CDFA® breaks down why strong consumer spending, record corporate profitability, and resilient economic fundamentals continue to support the U.S. economy... even as investors navigate ongoing uncertainty.

07/13/2026

SpaceX. OpenAI. Anthropic.

With some of the world's most talked-about companies going public, it's easy to get caught up in the excitement surrounding IPOs.

But here's something many investors don't realize: historically, most IPOs have underperformed the broader market in the months and years following their debut.

Does that mean you should avoid every IPO? Not at all. It simply means that excitement shouldn't replace a sound investment strategy.

07/04/2026

Today we celebrate the spirit of independence—the freedom to build, grow, and pursue what matters most. As a small, independent wealth management firm, that same spirit guides everything we do: putting your goals first, offering unbiased advice, and helping you create your own financial freedom.
Here’s to smart decisions, lasting legacies, and the independence to shape your future. Wishing you a safe and joyful Fourth of July! 🎆

06/19/2026

Happy Juneteenth. Today we celebrate freedom, honor history, and reflect on the progress made while recognizing the work that continues toward a more equitable future.

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.

06/04/2026

Happy Pride! Celebrating authenticity through allyship. 🌈

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

Telephone

+14708673550

Website

https://www.regentpeakwealth.com/

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