Fee-Only Financial Services for Pre-Retirees in New Orleans

Two Core Services, Working Together for Your Retirement

Regatta brings financial planning and money management together, so
your road map and your portfolio are always pointed at the same goal.

How Our Services Help You Retire With Confidence

Most people do not need a long menu of products. They need a clear plan and a portfolio that follows it. Regatta keeps things focused. Our two core services cover the planning and the investing, and because we handle both, nothing gets lost in the gaps between them.

A plan without disciplined investing is only a wish. Investing without a plan is only guessing. Together, they give you a strategy you can rely on.

Service 01

Wealth Management

Wealth management puts your plan to work. We build and manage a custom portfolio designed around your goals, your timeline, and your comfort with risk, with a strong focus on managing downside risk during volatile markets.

Service 02

Financial Planning

Your financial plan is the road map. We help you answer the big questions: when you can retire, how much you can spend each year, how and when to claim Social Security, how to reduce taxes across your lifetime, and how to prepare for the unexpected.

Fee-Only

No commissions ever

Investable minimum

$ 0 K+

1997

Helping clients since

How the Two Services Work Together

Keeping planning and investing with one team is a real advantage. Your plan tells your portfolio what to do, and your portfolio reports back so the plan stays grounded in reality. When tax law changes, both respond. When your retirement date moves, both adjust.

Nothing slips between two separate firms that never speak to each other. That coordination is one of the main reasons clients choose Regatta for both planning and money management, rather than splitting the work across providers who do not share information.

Specialized Areas We Help With

Within these two services, we also guide clients through specialized needs that often come up before and during retirement.

Each one is handled by the same team that knows your plan, so the advice stays consistent—no handoffs, no gaps.

Retirement income planning, so your savings can support the lifestyle you want
Tax reduction strategies, including Roth conversions and tax-efficient withdrawals
Strategies to help safeguard your assets and manage risk, including insurance reviews
Estate planning coordination with your attorney, including beneficiary reviews
Social Security timing and claiming strategy
Education funding for children and grandchildren, including 529 plans
Business succession and exit planning for owners

Finding the Right Fit

Which Service Is
Right for You?

Most Regatta clients work with us for both planning and money
management, because the two reinforce each other. If you are not sure where to begin, that’s normal. Some people come to us knowing they need investment help. Others know they need a plan but have
never had one built.

A short introductory call is the easiest way to sort it out. We can listen to your situation and recommend a clear starting point, with no pressure to do more than you are ready for.

There is no wrong way to begin, and no cost to ask.

Why Regatta

Why Clients Choose Regatta for Their Financial Needs

As a fee-only fiduciary firm, we earn no commissions and sell no products, so our advice stays objective. We design each client’s strategy individually, give real weight to managing downside risk, and keep our firm small enough to know every client well. We have guided clients through multiple market cycles over nearly three decades, and that experience shapes how we advise people today.

Our work has been featured in national financial media, and the firm has been named to the Wall Street 50. From New Orleans to Boca Raton, clients choose Regatta for guidance that is personal, hands-on, and aligned with their interests. To meet the people behind the firm, visit our About page.

Start Here

Find the Right Strategy for Your Goals

Not sure which service fits your situation? That is exactly what an introductory call is for. We can talk through where you are and recommend a clear next step.