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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: REGENT PEAK WEALTH ADVISORS, LLCCRD Number: 298259OtherThanAnnual Amendment
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01
Contact Regent Peak Wealth Advisors to schedule an initial consultation.
02
Gather all necessary financial documents such as tax forms, investment statements, and insurance policies.
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Meet with a financial advisor from Regent Peak Wealth Advisors to discuss your financial goals and objectives.
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Provide the advisor with information about your income, expenses, assets, and liabilities.
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Work with the advisor to create a personalized financial plan that aligns with your goals.
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Review and sign any necessary paperwork to officially become a client of Regent Peak Wealth Advisors.

Who needs regent peak wealth advisors?

01
Individuals who are looking to grow and preserve their wealth.
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Those who need help with retirement planning and investment management.
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Business owners who want to create a strategy for succession planning and wealth transfer.
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People who want to ensure their financial future is secure and well-managed.
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Regent Peak Wealth Advisors is a financial advisory firm that provides wealth management and investment services to individuals and businesses.
Individuals and entities seeking to report their financial assets or engage in certain investment activities with Regent Peak Wealth Advisors may be required to file pertinent documentation.
To fill out forms related to Regent Peak Wealth Advisors, clients must provide accurate personal and financial information as requested in the specific forms provided by the firm.
The purpose of Regent Peak Wealth Advisors is to assist clients in managing their wealth, planning for the future, and maximizing investment returns through strategic financial guidance.
Typically, clients need to report personal identification details, financial assets, investment objectives, and risk tolerance.
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