When clients join our firm they often say they joined the Regatta Family. Each team member shares the same core values of hard work, honesty, integrity, caring and commitment to the client. We bring a unique set of skills, knowledge and diverse experience to the business. Our advisors are experts on Retirement Planning, 401(k) plans, Endowments & Foundations, stock analysis, personal coaching, socially responsible investing and detailed tax planning.
Services
We start with a conversation. It's crucial that we are mutually comfortable working together - that we trust and respect each other. We spend time listening, learning and understanding you. We want to know what you've learned along your journey and we want to know where you want to head next.
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.The best strategies come down to organization, efficiency and execution. With a realistic and motivational. College will cost a lot - we will help you plan for it.
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.The best strategies come down to organization, efficiency and execution. With a realistic and motivational. College will cost a lot - we will help you plan for it.
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 Trusts & Estates can tackle the full legal process. Regatta's advisors recognize when professional estate planning is necessary and we are ready to guide you down the best path.
Most people have a reference of coaching in sports - but, there are many valuable uses of this type of support. Transformational Coaching offered by Regatta can be likened to the quote above. We provide a space for the kind of listening that makes a difference in your ability to hold all that there is in your world.
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. While we believe in owning great companies and using world-class managers, we're also deeply committed to spending the time necessary to find and execute on more difficult investment opportunities.
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. We believe that investors "vote" with how they choose to invest and spend their dollars and work to help them express their values through their investments.
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