Regatta Capital Group
Regatta Capital Group is a boutique wealth management firm specializing in comprehensive financial planning and investment management services. As a Registered Investment Advisor, the firm is committed to acting in the best interests of its clients. Regatta Capital Group offers a range of services, including retirement planning, management of 401(k) plans, and advisory for endowments and foundations. Additionally, the firm provides expertise in stock analysis, personal coaching, socially responsible investing, and tax planning. Through its dedicated team, Regatta Capital Group aims to support clients in achieving their financial goals.
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