Regent Financial Services Account Access
Uncommon Consistency Since 1980 Brunswick, Maine 866.260.6929 or email

INDIVIDUALS, TRUSTEES & FAMILY FIRMS

"If you can share any problem with your wife, you're rich. If you can face your parents and believe you have given back to them even a hint of what they gave you, you're rich. If you can take an afternoon off to go boating with your pal, you're rich. If you can honestly say you have nothing to hide, you are really, really rich."

Benjamin. J. Stein

Financial Management Services for Individuals, Trustees or Family Firms in Maine

In Brief:

  • We're located in Brunswick, Maine - about 30 minutes north of Portland, Maine.
  • We provide financial management and investment services tailored to your needs.
  • You can call on us for advice and analysis when needed, or
  • Allow us to provide a full suite of investment advisory and fiduciary consulting services.
  • Fred Burgess, Managing Principal, will work one-on-one with you.
 
 
Our services are tailored to your needs, goals and desires.
 
As an Investment Adviser Representative of Commonwealth Financial Network, we may offer access to several of their different advisory platforms called Preferred Portfolio Services® (PPS).
 
We can be someone whom you call for a professional opinion or analysis on an as-needed basis. This is called Preferred Portfolio Services® Consulting.
 
Or, you may prefer that we actively manage only your portfolio and assume responsibility for the investment selection and trade execution. This is called Preferred Portfolio Services® (PPS) Custom.
 
We'll tailor our services to your specific situation.

Categories of Service

  • Wealth management
  • Education planning
  • Retirement income planning
  • Fee-only asset management
  • Estate planning and financial analysis
  • Financial planning, budgeting and cash flow analysis
  • Business succession planning
  • Charitable Giving

More About PPS Consulting

We’ll do whatever best suits your situation. These services are available at an hourly rate, or we can charge a flat fee for ongoing projects such as the following:

  • Investment strategies
  • Portfolio evaluation
  • Educational funding
  • Retirement planning
  • Asset allocation
  • Tax planning
  • Risk management
  • Cash flow analysis
  • Assets
  • Liabilities
  • Investment objectives (IPS) 
  • Risk tolerance

    Of course, we will gladly assist you in any capacity that best serves your interests.


    Fiduciary Consulting Services

    As an Accredited Investment Fiduciary™, we work with trustees to assist in the management your portfolio and accept responsibility for the investment management process through an investment policy statement (IPS) - all in keeping with fiduciary standards established through the Foundation for Fiduciary Studies. Regent Financial Services provides fiduciary support to Qualified Retirement Sponsors.

    Our services are based on the following methods: Asset Management Accumulation, Risk Management, Asset Management Implementation and Wealth Transfer. Details about each these can be found under Our Process.
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    Regent Financial Services
    18 Pleasant Street
    Brunswick, Maine 04011
    Telephone: 207.725.6929 | Toll-free: 866.260.6929 | Fax: 207.373.9333
    Email Us
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    This communication is strictly intended for individuals residing in the states of CA, CT, FL, MA, MD, ME, MI, NC, NJ, OR, PA, RI, VI, VT. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA, SIPC, a Registered Investment Adviser. Regent Financial Services is a licensed Registered Investment Adviser in Maine for financial planning services.