Regent Private Wealth

10/08/2026

The best intentions and strategies can sometimes be derailed by the smallest technical oversights. An outdated beneficiary form or an incorrectly titled asset can override the provisions in a thoughtfully created will or trust. Read this article to discover actionable steps you can take today to secure your financial legacy.

The best intentions and strategies can sometimes be derailed by the smallest technical oversights. An outdated beneficiary form or an incorrectly titled asset can override the provisions in a thoughtfully created will or trust. Read this article to discover actionable steps you can take today to sec...

10/01/2026

Two years ago, we opened our doors with a mission to deliver exceptional wealth management. Today, we are incredibly grateful to our clients and partners who have trusted us with their financial journeys. Thank you for being the core of the Regent Private Wealth family. We look forward to serving you for many more years to come. 🥂💼✨

09/24/2026

A huge thank you to Ashlee Hall and Mary Lundstedt, Esq., co-founders of Hall Lundstedt, LLC, for breaking down complex tax strategies in our latest webinar!

Moderated by Luke Preaus and Mikey Manghum, the conversation covered everything from capital gains and opportunity zones to real estate, charitable funds, and PPLI.

We deeply appreciate Ashlee and Mary sharing their incredible tax expertise so generously with our community in this masterclass-level session!

09/18/2026

We hosted our inaugural Fireside Chat for Regent Bank employees. It was the perfect opportunity to bring our teams together over a light lunch in a cozy, comfortable environment. Creating a space for open, honest conversations around money is at the heart of what we do. Thank you for sharing, listening, and connecting.☕🍂

09/11/2026

08/25/2026

True financial freedom isn't just about managing numbers; it’s about having answers for life’s 'what-ifs.' Whether it’s planning for long-term care or building sustainable wealth, a strategic partner helps take the fear out of the future. What does your 'best life' look like?

08/18/2026

Teamwork on and off the course! ⛳️

Regent Private Wealth was honored to volunteer alongside Regent Bank at the annual Junior Achievement USA golf tournament hosted at Cedar Ridge Country Club.

Thank you JA for your ongoing efforts in creating opportunities and connecting students with the knowledge and skills they need to succeed in life.

08/13/2026

We are thrilled to congratulate our VP, Mikey Manghum, on officially earning his Certified Financial Planner (CFP®) certification!

Earning the CFP® designation is a testament to Mikey’s dedication, expertise, and unwavering commitment to the highest standards of financial planning. This milestone reflects his ongoing drive to deliver top-tier value to our clients and our team.

Mikey, thank you for leading with excellence and integrity every single day. We are incredibly proud of your achievement and honored to work alongside you!

Join us in celebrating Mikey's fantastic accomplishment!

Whew 😅 Several weeks ago, I passed the CFP® certification final exam! It’s been a crazy 2.5-year journey - including a career move, welcoming our third son, long work days followed by late-night studying, and plenty of moments where I wondered why I decided to add one more thing to the plate. ...

08/05/2026

We understand balancing a career, family, and personal life leaves little time for wealth management. Active financial management builds confidence, independence, and peace of mind to handle any life challenge. Reach out if we can help you develop a strategy to navigate your unique financial landscape, so you can have long-term security and pursue your long-term goals.

https://www.linkedin.com/posts/regent-private-wealth_wealth-management-for-women-activity-7490874665981280256-7NoM?utm_source=share&utm_medium=member_desktop&rcm=ACoAAA9tN-oBSAyNJL_w0CTm9_Ty6S_FjTWqTTM

We understand balancing a career, family, and personal life leaves little time for wealth management. Active financial management builds confidence, independence, and peace of mind to handle any life challenge. Reach out if we can help you develop a strategy to navigate your unique financial landsca...

07/29/2026

We love our monthly "Coffee and Conversations" tradition! It gives our Regent Private Wealth team a chance to sit down and truly connect with people.

This month, we hosted our biggest group so far—the amazing Credit Services team at Regent Bank! We had a wonderful time getting to know our colleagues better and learning about the incredible work they do behind the scenes. We are grateful to work alongside such dedicated professionals, but even luckier to call them friends.

During our chat, one guest shared, “What we're really about at Regent Private Wealth is building relationships, not transactions.” That truly sums up the heart of our culture. Thank you, friends, for being such a bright light and inspiring us all!