We are:

Dedicated to Providing Exceptional Service
Passionate about our clients
Fiercely independent
Expert planners

You are:


Successful, Driven and Focused on your Future
Ready for professional guidance
Motivated to save & invest
Looking for a plan

“At Regatta Capital Group we understand what matters most and it is our mission to improve the quality of our client’s lives by giving you the advice, encouragement and expertise you need to reach your goals.”

Financial
Planning

Whether it’s building customized financial statements or utilizing cutting edge financial planning software, we’re ready to create a clear and comprehensive plan for you

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Investment
Management

Successful investing is a lot like practicing good medicine. We are thoroughly grounded in what is proven to work but also
open to new ideas

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401K
Consulting

We are passionate about working closely with business owners. Whether it’s educating a large staff about 401(k) benefits or setting up a Defined Benefit Plan to help you save even more before you retire, Regatta has you covered

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Endowments &
Foundations

Foundations and endowments provide critical support for charitable, academic, cultural and religious causes. Strong investment performance and risk management will ensure that these organizations can continue to carry out their vital missions

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Impact Investing

At Regatta IMPACT we work with clients who want to grow their portfolios while simultaneously using their financial resources to invest in solutions to many of the most pressing environmental and social issues

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Trusts &
Estates

Regatta Trusts & Estates provides sophisticated estate planning, trust administration, probate, estate and gift tax, fiduciary accounting, and all related professional services to individuals and families of all levels of wealth

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