Regent Peak Wealth Advisors scales tax-aware investment management with RedBlack

RedBlack today announced that Regent Peak Wealth Advisors is leveraging RedBlack's rebalancing and trading platform to scale investment management, strengthen tax-aware portfolio construction, and support the firm's next phase of growth.

Founded in 2019 following its transition from Merrill Lynch to independence, Regent Peak Wealth Advisors currently manages over $800 million in assets. After initially relying on a bundled technology platform during its transition to independence, the firm later adopted a best-of-breed technology strategy designed to better support its investment philosophy and long-term growth objectives.

As part of that evolution, Regent Peak selected RedBlack for its intuitive design, scalability, and advisor-centric approach to portfolio management.

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