At Regal Wealth Group we help clients retire and live successfully, according to their life and wealth goals.
We specialize in navigating clients through the complex rules and regulations surrounding retirement accounts, savings plan distributions and pension planning. We develop custom strategies -- encompassing investments, estate planning, insurance and taxes -- and coordinate each client's personal team of advisors to ensure proper implementation.
Throughout retirement, we serve our clients' needs by managing their strategies, providing regular reviews and making adjustments as life events dictate. With advisor trust services we also serve clients' families and heirs by providing continuity to the next generation of wealth.
For more than 20 years our advisors have been helping corporate professionals and business owners position personal assets to best fund their goals and create lasting legacies for their heirs.
Regal Wealth Group is an independent SEC Registered Investment Advisor. We are compensated for our services by fee only based on assets under management and receive no commissions on investments we recommend.
Wealth Management Services
Providing for Retirement Income
Estate Planning with Your IRA