Driven By The Unique Dynamic Between Partners Donald B. Bergis and Jared M. Elson, Regent Wealth Management Has Enjoyed 50 Percent Growth (And Diverse And Expanding Clientele) Since 2008

Morgan Hill, CA – November 5, 2013 – Long before they were partners in Regent Wealth Management – one of the fastest growing premier retirement planning firms in the Silicon Valley – Donald B. Bergis was a sales executive and Jared M. Elson was a “surfer.”

Donald B. Bergis

Don served in several high level capacities for several major companies before his desire to help people manage their money led him to launch his own firm in the late 90s that evolved into Regent Financial and Insurance Services. During this time, he was also a Mortgage Broker and a licensed independent Life/Health Insurance agent.

Jared worked eight years for Yahoo!, “surfing” and building cataloguing directories for the internet. As the search engine giant grew during his time from 3,000 to 17,000 employees, Jared was always considered one of the company’s 100 most senior employees.

Regent Wealth Management has experienced incredible growth since the two joined forces in 2008, when Don shifted his focus from an insurance centric business model to one dedicated to retirement and wealth planning. While most clients are of retirement age or are soon to retire, Regent also has clients as young as 30 who are quickly advised to prepare for their eventual retirement in any other way than the 401 (k). Regent Wealth Management currently handles assets for over 200 clients. While their starting financial investments vary, Regent’s sweet spot is helping families whose net worth is $500,000 to $5 million.

Jared M. Elson

Regent Wealth Management takes a comprehensive approach to retirement planning that offers clients the security and flexibility they need to develop a custom retirement portfolio. Drawing on their experience in wealth accumulation, asset protection, tax planning, estate planning, long-term care planning, life insurance, and 401(k) rollover strategies, the firm provides the diversity that clients need in realizing the goal that Don and Jared say everyone ultimately has: the retirement of their dreams.

The key is helping clients maintain the same or better quality of life during retirement as they have enjoyed during their working careers. Don and Jared start relationships with their clients by evaluating their current financial health, setting their retirement goals and strategizing on how they can assist in achieving them – and walking them through every step of the implementation process.

Regent Wealth Management’s services include Retirement Planning, Wealth Accumulation, Asset Protection, Tax Planning, Long Term Care, Estate Planning, IRA Legacy Planning, Trusts, Life Insurance, Probate, Charitable Giving, Income Planning, IRA & 401(k) Rollovers and Money Management.

When Don first started the firm, his primary focus was on life insurance and annuities. In order to increase the breadth of services and become a full-fledged wealth planner – and establish a succession plan for his business – he felt it was time to take on a partner.  In 2008, as Jared began to feel disenchanted with the politics of working for a high tech behemoth, Don approached him to become his partner in the revamped Regent Wealth Management. “Choosing this course had a lot to do with knowing my own strengths,” Don adds.

“People are very sophisticated here in Silicon Valley and one of the ways we secure potential clients is by doing outside seminars. I’m great at meeting new people and explaining the basics to them, while Jared’s specialty is creating a unique, detailed plan for each client. One of us is more outgoing and the other is analytical so it’s a partnership of complementary strengths.”

Being in the investment advisory part of the industry allows Regent Wealth freedom from the trappings of the retail world. Because Don and Jared are paid on a fee basis, not on commission, they can do the best thing for their clients and put their money in the perfect places.

[Jared M. Elson is a Registered Investment Advisor. Investment Advisory Services are offered through Global Financial Private Capital, LLC, an SEC Registered Investment Adviser. Jared M. Elson is the only person in this article who is licensed to give investment advice. Don B. Bergis is not registered with Global Financial Private Capital, LLC. Insurance products offered through Regent Financial & Insurance Services, LLC]

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