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A Broad Range of Clients

At Regal Capital Management, we believe everybody deserves sound financial advice..Our clientele consists of individuals and families, retirees and soon to be retirees, non-profit organizations, and businesses. We can develop and manage customized 401K and 403B plans tailored for businesses and organizations or serve as investment advisors and consultants for your current plan.



  • Business Succession Planning
  • Employee Benefits Planning
  • Customized 401K & 403B Plans
  • Business Consulting
  • Payroll Processing & Tax Filing

Individuals & Families 

  • Investment Management
  • Retirement Planning
  • Estate Planning
  • Tax Preparation Services
  • Education Funding


Non- Profit Clients

  • Cash Flow Analysis
  • Investment Management
  • Gifting Strategies
  • Estate, Trust, & Gift Return
  • Education Programs