Creating peace of mind 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 them the advice, encouragement and expertise they need to reach their goals.
Unparalleled independence 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 them the advice, encouragement and expertise they need to reach their goals.
Relationship-based investing 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 them the advice, encouragement and expertise they need to reach their goals.
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 and invest
- Looking for a plan
OUR SERVICES
What we do
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
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
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
Endowments & Foundations
Endowments and foundations provide critical support for charitable, academic, cultural and religious causes. Strong investment performance and risk management ensures these organizations can carry out their vital missions
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
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
REGATTA TRADEWINDS
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