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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
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Insuring Your Business Against Cyber Liability
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
This helpful infographic will define bull and bear markets, as well as give a historical overview.
Do your insurance needs stay the same when the nest empties?
The item most homeowners forget on their home improvement project checklist is insurance.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Sustain financial well-being or create wealth through these actions.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate your monthly and annual income from various IRA types.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
Bucket lists don’t have to be for tomorrow.
Learn about what risk tolerance really means in this helpful and insightful video.
There are a few things to consider when buying or leasing your next vehicle.
A couple become Retirement Plan Detectives, searching records from old employers.
Learn about the importance of having an estate strategy in this helpful and informative video.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”