Services

COMPREHENSIVE FINANCIAL PLANNING & INVESTMENT MANAGEMENT

Regatta Wealth Management follows a thorough process in establishing a solid foundation for your financial future.

STEP 1. GOAL SETTING

First, we take the time to understand what is most important to you and how we can best help you pursue your goals. We then develop a unique plan for you based on your needs. Our work together can give you more confidence to know you are on track.

As your advisor and coach, we may help you with goals such as:

Preparing for a comfortable retirement
Income and lifestyle planning
Business succession planning
Leaving a legacy for your heirs
Trust Services
Insurance Review
Tax advantaged investing
Philanthropic planning
Funding a child’s education
Other goals that may be important to you

STEP 2. ROAD MAPPING A PLAN

We work with you to sort through complex financial issues and to identify the best ways to provide for the people and causes that you care about. We develop a plan for how you will “get from here to there,” and provide professional investment management services so that you can be confident that you are taking the right actions to secure your financial future.

STEP 3. INVESTMENT MANAGEMENT & OTHER CONCERNS

Based on the financial plan we develop together, we design an investment strategy that considers your own circumstances and goals, tax planning, and charitable desires. Our goal is to take the emotion out of investing and strive to keep your portfolio allocations in line with your investment plans. We seek to ensure that your portfolio is designed to maximize the tax-efficiency of your investments, which can result in significant tax savings.

STEP 4. COLLABORATING ON THE “BIG PICTURE”

We collaborate with your accountant, attorney, and other professionals to ensure the advice and services you receive are implemented in a coordinated manner.

FINANCIAL PLANNING ON AN HOURLY BASIS

We believe it is important for everyone to have access to a financial planner. The focus of our hourly financial planning service is based on your needs.

You may want help developing a comprehensive financial plan to pursue your goals for retirement, or funding your children’s education, or buying a home. Or maybe you have other needs and want help with one or two specific areas of your financial life.

Contact Regatta Wealth Management, LLC for our hourly rate.