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Regatta Wealth Management

Regatta Wealth Management

Categories

Financial Management & PlanningInsurance

About Us

Regatta Wealth Management, LLC was founded with a vision to combine strategic investment management with a personalized approach to financial planning. We work closely with our clients to ensure they understand the strategy behind our recommendations and are educated on their financial options.

Our mission is to be a trusted advisor to individuals, families, trusts, estates, charitable organizations and businesses. With each client we organize and set financial objectives, develop wealth accumulation and retirement income strategies, create and implement an investment program and conduct on-going reviews. It is through this process that we can seek to manage risk, invest with discipline and ultimately preserve and protect investment assets.

Highlights

  • Financial Planning
  • Retirement Planning
  • Investment
  • Wealth Management

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Rep/Contact Info

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Susan L. Kelsey
Financial Advisor