Wealth Management Process
When you are looking for peace of mind and need real financial planning…
Regatta Capital Group provides unbiased investment advice and wealth management to high net worth families, entrepreneurs and non-profit organizations. Our independence and strong regard for the fiduciary responsibilities we have to our clients guides our every decision. We believe you deserve more than a broker; you deserve a pre-eminent wealth management team focused on the big picture.
This is our wealth management process:
1. Listen & Learn
Each relationship starts with a conversation about where you are today and where you want to go in the future. We take an individualized approach to wealth management, built upon a more in-depth understanding of your goals and needs. We believe we must first understand the "complete picture" of who you are before we can earn the right to offer you our financial and investment advice.
2. Analyze & Evaluate
After our first meeting, we take a step back to evaluate where you are and what you must do to meet your goals. Ideally, we will analyze your assets, liabilities, income and expenses to begin creating your financial plan.
3. Present Recommendations & Agree on a plan
At our second meeting, we will present our initial financial plan and more specific investment recommendations.
4. Organize & Implement the plan
We then formulate our to-do list, organize all of the financial data and begin implementing an agreed upon plan of action.
5. Update & Monitor the Performance plan
From this point forward we will keep a close eye on your investments, communicate with you regularly and sit down once to twice a year for a full update and financial review.
