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Strategies for Financial Independence

It is important to feel you have control over your future. At Regent Wealth Management, we offer our experience and knowledge to help you design your own strategy for financial independence.

Contact us today to schedule a no obligation introductory meeting! Call us at 877-457-4567 or connect with us online at info@regentwm.com.

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By providing your contact information, you may be offered information regarding the purchase of insurance and investment products.

Jared M. Elson and Donald B. Bergis are Investment Advisor Representatives. Investment Advisory Services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Adviser. Insurance products offered through Regent Financial & Insurance Services, LLC.

 


Contact Us Today!

Phone: 877-457-4567

Fax: (877) 457-8292

Email: info@regentwm.com

Main Office:
1295 East Dunne Avenue, Suite 215
Morgan Hill, CA 95037

Meeting Office:
577 Salmar Ave.
Campbell, CA 95008

We Help Bay Area Families Navigate the Path to Financial Independence for Current & Future Generations.

Investment advisory services offered through Global Financial Private Capital, an SEC-Registered Investment Adviser (“GFPC”). SEC registration does not imply a certain level of skill or training. Regent Wealth Management and GFPC are not affiliated entities.  One or more individuals at Regent Wealth Management are investment adviser representatives of GFPC and [may] receive[s] [JA1] compensation in exchange for soliciting investment advisory services provided by GFPC on behalf of Regent Wealth Management clients.
 
GFPC is not affiliated with the website represented. GFPC is not responsible for the views and opinions contained herein, and makes no representations or warranties about the accuracy, reliability, completeness or timeliness of the content, and does not recommend or endorse any specific information herein.

This website is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security or other financial instrument, nor does it constitute an offer to provide or investment advisory or other services by GFPC. Nothing contained on this website constitutes investment advice or offers any opinion with respect to the suitability of any security, and the views expressed on this website should not be taken as advice to buy, sell or hold any security.

Insurance and annuity product guarantees are not offered by Global Financial Private Capital, LLC.  Insurance products and services are not offered through [JA2] , Global Financial Private Capital, LLC.   Global Financial Private Capital, LLC is not affiliated with any insurance company.

*Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

The 10 Things to Know About Planning Your Retirement Income Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.