As Seen In...
Private Wealth Management for Select Individuals
Our commitment is to help you work towards achieving all your financial goals and to provide you with a “worry free” retirement. At Regatta Research & Money Management, we have a commitment to excellence in everything we do. We consider it an honor and a privilege to help our clients work towards making sound investment decisions that will contribute toward a secure future. We provide impeccable client service to help reduce taxes and protect assets by utilizing numerous investment products and strategies, so we can help protect our client’s lifestyle for a lifetime.
Contact Us
In the News...
Helpful Content
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
White Elephant Inheritance
This article deals with how one might deal with a burdensome inheritance.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
White Elephant Inheritance
This article deals with how one might deal with a burdensome inheritance.
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Yours, Mine, and Ours: Estate Strategies for Second Marriage
Second marriages are a trigger event to revisit any existing estate strategies.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
View all articles 
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
View all calculators
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.