Boutique Wealth Management
Focus on what matters, let us focus on helping you get there.
AT REGATTA, TRUST IS EARNED DAILY
Regatta Capital Group’s diverse experience and individual areas of expertise combine to create a well-rounded team. Everyone has a role that contributes to the team in helping clients achieve their goals.
Regatta was founded in 2007 by an entrepreneur and industrial designer who joined forces to create an independent, boutique wealth management firm. Spencer Kelly and Russell Mohberg have built a firm with a fiduciary standard founded on delivering extraordinary client service and exceptional investment results. Through the firm’s independent structure and relationship with Fidelity Institutional Wealth Services, they combine the best of what small and big firms have to offer; Regatta provides the service and expert advice, and Fidelity custodies the assets. Their team takes a disciplined, collaborative approach to working with every client. Regatta’s continued success is predicated on delivering a level of expertise, personal service and top-notch investment advice that clients cannot find elsewhere.