Financial Planning and Wealth Management for Pre-Retirees in Louisiana and Florida

We Specialize in the People We Serve

Regatta is a strong fit for people who have built real wealth and now want to make it last. Most of our clients are 50 or older, within reach of retirement, and ready for guidance that fits their specific situation.

The Right Fit

Who Is Regatta Research & Money Management For?

We focus on individuals, families, and business owners with $500,000 or more in investable assets. Many come to us at a turning point: a few years from retirement, a recent inheritance, the sale of a business, or simply a growing sense that their savings need a real strategy.

What our clients have in common is a question they want answered honestly: Will my money last as long as I do?

$500K+ Investable Assets

Our minimum lets us give every client the hands-on attention and custom strategy our approach depends on.

50 or Older

Most of our clients are within 10 years of retirement, or already there, and ready for guidance shaped for that stage.

Across the Gulf Coast

We have clients in 29 states, most of which are in LA, FL, MS, both in person and virtually.

The three groups below describe who we serve most often. Engineers, executives, and business owners are part of our client community as well. If you do not see yourself listed but the concerns sound familiar, we would still like to hear from you.

Audiences We Serve Most

Specialized for Your Career & Life Stage

01 / Oil & Gas

Oil and Gas Professionals

Careers in the energy industry come with strong earning years and real uncertainty. Compensation can swing with the markets, retirement benefits vary widely between employers, and industry cycles make steady planning harder. We help oil and gas professionals across the Gulf South turn variable income into a durable retirement plan, with attention to concentrated stock positions, tax timing, and income that needs to last well beyond your final day on the job. We understand the rhythm of the industry, and we plan around it rather than against it.

02 / Physicians

Physicians and Medical Professionals

Physicians often start earning later, carry significant education debt, and have little free time to manage money. The result is a high income that does not always translate into a confident retirement. We help doctors and other medical professionals catch up efficiently, coordinate tax strategy, manage practice and employment benefits, and build a plan that keeps working even during the busiest stretches of a demanding career. Our goal is a plan that works steadily in the background while you focus on your patients.

03 / Pre-Retirees

Families and Pre-Retirees Planning the Next Chapter

For many clients, the years just before retirement bring the biggest financial questions. How much is enough? When should I claim Social Security? What happens to my spouse if something happens to me? We work with families and individuals 50 and older to answer these questions clearly, manage market risk as your time horizon shortens, and put a plan in place that helps preserve the lifestyle you have built. These decisions shape the next 30 years, and they deserve careful, unhurried attention.

Common Questions

Common Questions About Working With Regatta

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Most of our best client relationships started with a few honest questions. Here are the ones we hear most often.

If you have a question that is not answered below, the easiest way is to ask it directly on a short introductory call. There is no cost and no pressure either way.

Does Regatta have a minimum asset requirement?

Yes. We generally work with clients who have at least $500,000 in investable assets. This lets us give every client the hands-on attention and custom strategy our approach depends on. We do make exceptions for family members of current clients.

Do I need to live in New Orleans to work with Regatta?

No. Our office is in Metairie, Louisiana, and we serve clients throughout the New Orleans and Baton Rouge areas, as well as Boca Raton, Florida. We also meet with clients virtually by phone and video when that is more convenient.

What if I am still several years from retirement?

That is often the ideal time to start. The decade before retirement is when planning decisions have the most impact, from tax timing to how much investment risk makes sense as your horizon shortens. Starting early gives your plan room to adjust.

I already work with an advisor. Is it worth switching?

Many people who come to us technically have an advisor but rarely hear from them. If you are not getting regular communication, a clear strategy, or advice free of commissions, a conversation with a fee-only fiduciary firm can help you compare. There is no obligation.

What makes Regatta different from a large national firm?

We are small by choice. You work directly with the people making decisions about your money, not a call center. You also get a fee-only structure, custom strategies rather than standardized models, and a team that knows your name and your goals.

Start Here

Let's Talk About Your Situation

Your situation is not quite like anyone else’s, so the most useful thing we can do is hear about it. Schedule a free call, and we can tell you plainly whether and how we are able to help.