Regent Wealth Management Group Employee Directory

Financial ServicesConnecticut, United States2-10 Employees

Regent Wealth Management Group is a fee-only private wealth management firm that provides holistic financial guidance, combining investment management with financial life planning. Based in Woodbridge, Connecticut, the firm serves high-net-value clients by delivering personalized service and proactive portfolio management, with a focus on understanding each client’s unique circumstances. Operating within the financial services industry, Regent emphasizes integrity, education, and sustained client trust as core elements of its approach. Founded in 1987, the firm positions itself as a small practice that prioritizes attentive, responsive service and close collaboration with clients and strategic partners. A notable development in the firm’s history is its acquisition by Mercer Advisors in 2019, expanding its national context while maintaining its emphasis on customized, client-centered wealth management.

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