Craig Robson

In this engaging conversation, Craig Robson, founding principal of Region Peak Wealth Advisors, shares his expertise in navigating private investments. He reveals the growing allure of alternatives like private equity and digital assets for portfolio diversification. Discussions include the unique returns of various asset classes, alongside strategies for identifying suitable investors. Craig also delves into the risks of private equity secondaries and the future of healthcare investments, offering insights on the evolving financial landscape for wealth creators.

In this conversation with Craig Robson, the Founding Principal of Regent Peak Wealth Advisors, listeners are taken on a journey from his 25-year stint at Merrill Lynch to launching his own firm. Craig discusses the rewards and challenges of transitioning to independence, emphasizing the need for a solid resource strategy. He highlights the importance of client engagement and building a supportive work culture. The impact of Malcolm Gladwell's 'Outliers' and the value of dedicating 10,000 hours to mastery also take center stage, showcasing dedication as a pathway to success.