Regal Wealth AdvisorsContact: Fred DaVeiga
Comprehensive in approach and independent in order to serve your best interests, Regal Wealth Advisors is ideally positioned to assist you in achieving your financial-life goals. Regal’s team approach achieves results for our individual and family clients through proactive, client-focused services: comprehensive financial planning, prudent portfolio management, and judicious insurance risk-mitigation. We serve our business clients through employee benefit program consultation and representation in connection with health, welfare, and 401(k) retirement plans.
We are independent financial advisors backed by the critical mass and national resources of Kestra Financial, a major, national independent broker-dealer. Accordingly, we are not limited to a single company’s product offerings, but rather can evaluate the entire marketplace of strategies, products, and solutions in order to present you with the most appropriate, personalized recommendations. Our independent business model, collaborative approach, and broad resources are focused on keeping your interests paramount.
Whether you are considering utilizing a financial advisor for the first time, considering a change, or simply looking for a professional financial second-opinion, we welcome the opportunity to meet with you, confidentially discuss your financial questions and concerns, and share how we may be able to help you achieve your financial life-goals.