Boutique Wealth Management

Focus on what matters, let us focus on helping you get there.

Mission / Vision

Focus on what matters.

Regatta Capital Group understands what matters most and it is their mission to improve the quality of their client’s lives by giving them the advice, encouragement and tools they need to reach their goals. To do this, Regatta Capital Group provides investment management and financial planning advice to individuals, families, business owners and endowments. The firm’s dedication to providing exceptional personalized service, world-class money management, niche investment offerings and unparalleled independence differentiates Regatta from its peers. Regatta’s asset base has been growing at more than 30% per year since it was founded, and the firm now works with clients in more than 20 states and three countries.

AT REGATTA, TRUST IS EARNED DAILY

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The Team

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.
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OUR STORY

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.

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Financial Planning

We listen and learn to understand what is important to you, and then develop personalized financial plans, investment portfolios and tax-savings strategies to meet your needs.

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Investment Management

As a multi-strategy investment management company, we manage money for families, 401(k)s, and endowments across the time horizon and risk spectrum.

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401K Consulting

As an independent advisory firm, we have the ability to provide a great outside perspective on your 401k plan.

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Endowments & Foundations

We manage the capital and operating reserves for small endowments and foundations. Is some case these organizations were experiencing poor service or performance at large institutions that had overt conflicts in their structure.

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Where our clients are

 

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