Broker Check

What We Do

Wealth Accumulation / Lifestyle Preservation / Legacy Transfer

At Regal, we believe that an approach to financial planning that encompasses all facets of our clients’ financial lives is superior to just investing to achieve the greatest return or looking for the hottest stock.  

As people age and get closer to needing their funds for retirement they have less tolerance for risk and a greater desire for income and cash flow. Further, as people move through retirement they become concerned with how they will transfer wealth to their heirs.  

Regal Wealth Advisors specializes in helping clients create and adjust portfolios over time so we can match their needs at every life stage

Pursue Your Dreams

Retirement planning

Pension maximization strategies

Social security planning

Education funding

Planning for a second home


Preserve Your Lifestyle

Holistic financial plans*

Investment management*

Insurance planning: life, longterm care, and disability

Life insurance policy audits

Tax planning

Income and cash flow analysis

Transfer Your Legacy

Estate tax planning

Family gifting strategies

Charitable giving

Trust strategies

Review of Wills

What Sets Us Apart

Regal Wealth Advisors stands out in the industry for our commitment to providing personalized expert service. Our team of financial professional possess decades of experience and a high level of education and certifications, including:

  • Attorneys 
  • Certified Public Accountants
  • Certified Financial Planners ®
  • Chartered Life Underwriters ®
  • Chartered Financial Consultant ®

This diversity of expertise allows us to understand and evaluate a client's financial situation from multiple perspectives.

We make it a priority to maintain a small firm size, to be able to provide an exceptional level of personal service to each and every client. Our goal is not to be the largest firm, but rather to be the best and most dedicated to our client's needs and financial goals.

How We Work

The professionals at Regal Wealth Advisors work closely with individuals, families, and business owners to develop and implement comprehensive financial plans focused on wealth accumulation, lifestyle preservation, and the transfer of financial legacies to the next generations. We create strategies that are tailored to your needs and goals.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | (843) 491-1490