Regal Wealth Group Email Format
Financial ServicesCalifornia, United States2-10 Employees
Regal Wealth Group is a fee-only, SEC Registered Investment Advisor specializing in advising retirees, corporate professionals and business owners. For a new relationship, our bread and butter is helping you roll over and invest your IRA(s), 401k(s) and pension plan(s). Our typical client is close to or in retirement and looks to us for investment advice and wealth management including estate planning and tax minimization strategies.