Why Regent Financial?

  • We listen to you!

  • We evaluate what you currently have and together propose strategies to help you potentially achieve your goals and dreams.

  • Your portfolio is managed by a team with decades of industry experience.

  • The professional team at Regent Financial/Drawbridge Capital was selected exclusively for their specialized financial knowledge and longevity in the financial services industry.

  • You get a disciplined approach to your investment strategy that goes beyond just “stock picking.” Regent Financial has a Portfolio Management team (Drawbridge Capital) that is SOLELY dedicated to supervising YOUR investments. Their job is to research and find the appropriate mix (stocks, bonds, and other assets) given your risk, specific needs, objectives, time horizon for the assets, cash flow needs, and other factors specific to you.

  • You are invited to in person, as well as, virtual education events.

  • You will have competitive, transparent fees that align our interests with yours. If your portfolio does better, we both do better.

  • Your advisor works with your tax and legal professionals to help you pursue your financial goals and life plan.

  • We show you strategies to help you maximize your social security benefits.

  • Your advisor reviews investments in your company 401(k) or 403(b) plans.
  • We evaluate your need for life or long-term care insurance.

  • We show you tax efficient ways to fund a college education.

  • We work with you to help potentially reduce your taxes.

  • We recommend asset protection strategies.

  • Your advisor assists in preparing an estate plan for you.

  • We assist in making sure your assets are titled correctly and your beneficiaries are up to date.

  • We research and record your cost basis on securities.

  • You have access to your accounts on-line.

  • We are a sounding board for ideas you are considering.

  • We are a team of fiduciaries ready to assist.

  • We care about YOU!