New Heights December 2020
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Working Remotely
By now you know that we have moved into our wonderful new office in the Galleria Office Park. While our new office is beautiful, we are continuing to heed the guidance from the CDC and local officials. You've likely heard that most of our team members visit the office on a part-time, rotating schedule to minimize contact with one another. If an in-person meeting is warranted, and our office happens to be the most convenient location, we will seek to accommodate, but we ask you to keep in mind the following:
- We may opt to use the conference room in the building, as opposed to our suite, to meet the needs of our staff.
- When visiting our building it is required to wear a mask on the premises.
- Your Regent Peak team will be wearing a mask and we ask that you do the same, if we are not able to adequately social distance.
We long for the day that we can enjoy each other's company face-to-face again. But, we acknowledge now is not that time. The use of technology, such as Zoom is preferred until it is safe to be in each other's presence again.
Zoom allows for us to set up virtual video meetings, live chats and screen-sharing with you. We've successfully been using these tools to conduct our client portfolio reviews, proposals, and collaborations with COIs, as an alternative to the standard phone call.
You do not need an account with Zoom to attend a meeting, and the platform is compatible with Mac, Windows, iOS, and Android.
Should you have any questions on the use of this technology, please contact us ahead of your scheduled meeting. If you do not have your advisor's direct contact information, please reach out to our office manager, Amey Mitchell for guidance: 470-867-3550 / contact@regentpeakwealth.com
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Next Semester's Tuition Bill |
A courtesy reminder to begin thinking through your next steps for any upcoming tuition bills. If you have a 529 and intend to use funds to cover the cost of an upcoming tuition bill, please give us an early notification as it relates to amount, and deadlines.
To ensure timely payment, and confirmation of receipt from the educational institution, we recommend you pay the institution, and utilize the 529 to request reimbursement to yourself. In some cases, paperwork is needed to fulfill these requests. In other instances, you may be able to fulfill this distribution online yourself. Please reach out to us to discuss.
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Important Reminder
No need to wait for your annual review meeting! If there is a change in your financial situation, investment objectives, risk profile or if any account restrictions should be added, removed or modified, please contact your Advisor.
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Your Regent Peak team welcomes you to share in the holiday season by taking a look through the photos and ways in which we share in the spirit of the season with our loved ones. Some traditions old, some new, as we embrace the moments we cherish with those we love most. |
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Kevin and family enjoy picking out their Christmas tree the Sunday after Thanksgiving. This is an annual tradition they enjoy while listening to holiday music. |
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Nathan and his wife have been enjoying the Atlanta Botanical Garden of Lights holiday event for the past 10 years! It is now a time they cherish, as they watch their kids in awe of all the lights. |
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As kids, Emily and her sisters were allowed one present to open, pre-selected by mom and dad of course. It always included a new pair of holiday themed pajama’s to go to bed in that night, while watching Santa Claus Is Comin’ To Town. It was special to wake up Christmas morning in their matching p.j. sets. She and her husband now cherish that tradition with their own two daughters.
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For Craig and his family, many traditions are important and have evolved over the years. They enjoy Secret Santa across their large extended family group. He and his wife Angelia, along with their two sons, buy a Happy Birthday cake for Jesus, to remind them what Christmas is all about. On Christmas Eve they have It's A Wonderful Life on as they enjoy each others company.
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Carmen’s family has several traditions they’ve created over the years, like making homemade cocoa for the girls, and having eggnog while decorating the tree on Black Friday. They enjoy chili (recipe shared by a client!) and exchange new p.j.’s on Christmas Eve. One of her sentimental favorites is looking at cards of years past when they pull out their decorations. Each year they save the cards received and bind them at the end of the season. Then they reminisce the next year when displayed. It’s fun to look back at how everyone’s families have changed and kids have grown year after year. |
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It was always Amey's grandma's tradition to give out new pajamas and slippers for Christmas. To this day, her Aunt Judy (81 y/o), loves keeping this tradition alive for Amey and her brother Paul. Amey enjoys reciprocating, and buys her aunt pajamas and slippers too. |
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DISCLOSURES
Regent Peak Wealth Advisors, LLC is registered as an investment adviser with the Securities and Exchange Commission (SEC).The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability.
Note, the information provided in this document is for informational purposes only and investors should determine for themselves whether a particular service or product is suitable for their investment needs. This document may contain forward-looking statements relating to the objectives, opportunities, and the future performance of the U.S. market generally. Forward-looking statements may be identified by the use of such words as, but not limited to: "believe", "expect", "anticipate", "should", "planned", "estimated", "potential", and other similar items. These are subject to various factors, including but not limited to general and local economic conditions, changing levels of competition within certain industries and markets, changes in a portfolio's operations that could cause actual results to differ materially from projected results. Such are forward-looking in nature and involve a number of known and unknown risks, uncertainties and other factors, and accordingly, actual results may differ materially from those reflected or contemplated in such forward-thinking statements. Prospective investors are cautioned not to place undue reliance on any forward-looking statements or examples. None of Regent Peak Wealth Advisors, LLC or any of its affiliates or principals nor any other individual or entity assumes any obligation to update any forward-looking statements as a result of new information, subsequent events or any other circumstances. All statements made herein speak only as of the date that they were made.
Past performance is not indicative of future results. Returns not guaranteed. Not FDIC insured. Not bank guaranteed. May lose value, including loss of principal.
Content should not be construed as legal or tax advice. Always consult an attorney or tax regarding your specific legal or tax situation. Regent Peak Wealth Advisors, LLC is not engaged in the practice of law or accounting. This is not a recommendation nor an offer to sell (or solicitation of an offer to buy) securities in the United States or in any other jurisdiction.
Any and all hyperlinks in this newsletter are provided as a convenience, and we disclaim any responsibility for information, services or products found on websites linked hereto.
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