Regal Wealth Management

Regal Wealth Management is a privately-held SEC Registered Investment Advisory firm based in New York City, specializing in comprehensive financial planning and investment management services for individuals and families with complex financial needs. The firm offers personalized, fee-only financial services, focusing on delivering tailored solutions to meet the unique objectives of each client. Regal Wealth Management is committed to providing high-quality, client-centric services that prioritize the financial well-being and success of its clients.

In May 2020, Regal Wealth Management partnered with Merchant Investment Management, a private partnership providing growth capital and strategic direction to independent financial services companies. This partnership enabled Regal to enhance its service offerings and expand its capabilities in delivering personalized financial solutions. The collaboration with Merchant Investment Management has been instrumental in Regal's growth and ability to serve a diverse clientele effectively.

Since its inception, Regal Wealth Management has been recognized for its dedication to client success and its ability to navigate complex financial landscapes. The firm's strategic partnerships and commitment to excellence have positioned it as a trusted advisor for individuals and families seeking comprehensive financial planning and investment management services. Regal Wealth Management continues to build on its strong foundation, focusing on delivering value and achieving financial success for its clients.