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.

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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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We encourage you to have a conversation with us, whether you are interested in becoming a client or are seeking additional information about our firm.