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Regal Wealth Management

209 E 31st Street, New York, NY 10016

Phone: 212-370-6060
Email: Hello@RegalWM.com

Regal Wealth Management is a boutique, fee-only financial planning and investment management firm based in New York City and serving clients across the country.

We are a privately-owned and operated wealth management firm. We can leverage the latest thinking in financial technology to provide the sophisticated tools we need to effectively manage portfolios and provide clients with transparent, real-time reporting.  

The innovation in our industry has altered the landscape for independent firms like ours, enabling us to provide a distinct advantage to investors without increased risk. To ensure stability, Regal has partnered with BNY Mellon-Pershing, the industry’s largest provider of clearing and settlement solutions and a world-class custodian with over $1.9 trillion global assets under custody. Our ability to innovate and move nimbly without institutional pressures dramatically decreases your risk and increases your investment options.

Contact us for a confidential conversation.