Invest with Confidence
Helping you plan a bright future!
Helping you plan a bright future!
At our firm, we pride ourselves on being the perfect size to provide exceptional service to our clients. By design, we selectively partner with clients who share our values and recognize the true value we bring. Many of our clients refer to us as "family" because we intentionally engage with them through the ups and downs of everyday life. This deep involvement allows us to support them on their journey, helping them achieve their mission, vision, objectives, and goals together.
Regroup Wealth offers tailored wealth management solutions, understanding your unique goals and circumstances. We're agile and focused on the long game.
We build lasting relationships with clients, supporting them through life's highs and lows, collaborating closely with their full financial teams.
Rooted in Texas values, we embrace diversity and community involvement. Our team is dedicated to proactive impact through volunteerism.
Combining market insights with leading research, our risk-managed strategies align with your goals. We use the same approach for our own investments.
As an independent Registered Investment Advisor, we offer unbiased advice with a fee-only model, ensuring our sole focus is safeguarding your future.
Erik embodies a vibrant blend of optimism, connectivity, and entrepreneurial spirit in his role as President of Regroup Wealth. With a strong dedication to the firm's vision, he focuses on driving business growth while prioritizing the client experience. His passion for understanding each client's unique mission, vision, values, and goals enables him to provide thorough, impartial, and individualized advice, fostering lasting relationships built on trust and collaboration.
It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
Open today | 08:00 am – 05:00 pm |
Advisory services are offered through Level Four Advisory Services, LLC, an SEC-registered investment advisor. Level Four Financial, LLC, Level Four Advisory Services, LLC and Regroup Wealth LLC are separate entities. Level Four Financial Registered Representatives associated with this site may discuss and/or transact securities business only with residents in states where they are registered. Please refer to https://brokercheck.finra.org/ for additional information.
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