What AI says about Regatta Capital Group

Regatta Capital Group is a financial services firm that offers independent financial planning, investment management, estate planning, and transformational coaching to help clients reach their goals and improve their lives. The firm emphasizes relationship-based investing and unparalleled independence, providing personalized advice and support. Its services include SRI/Impact investing, individual stock portfolios, and private-market options such as venture capital, private real estate, and 401(k) plans for private clients and nonprofits.