What We Do

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 partner with clients to help them crystallize their short-term objectives and long-term goals, then develop strategies to help them pursue those aims. Our financial planning process is collaborative and open—we want our clients to know all of their options and understand our specific recommendations. Our clients value long-term relationships, have realistic expectations, and recognize that planning their financial well-being is an ongoing process, not an event. They entrust their financial futures to us, and we are committed to never having them question that faith.

Grow Your Business

Group benefit plans: life, long-term care

Qualified retirement plans: 401(k)*, Keogh

Buy/sell agreements and funding strategies

Executive tax and compensation planning

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

LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.

We partner with clients to help them crystallize their short-term objectives and long-term 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.

info@regaladvisors.com |  973-845-2494