Regatta assists business owners with 401(k) education and Defined Benefit Plan setup to enhance retirement savings.

Regatta’s financial planning process begins with understanding client goals and building mutual trust and respect.

Regatta’s individual stock portfolios offer tax-efficient, focused investment strategies, led by Britt Joyce.

Regatta integrates philanthropy into wealth management strategies, tailoring charitable plans to client goals.

Gain insights into cryptocurrency and its implications in estate planning.

The page covers Patagonia founder Yvonne Chouinard’s decision to transfer ownership of the company to an environmental trust.

The page describes three types of investor advantages and the biases that may affect decision-making.

NEWS & INSIGHTS Tradewinds

Regatta builds client relationships and fosters team collaboration, prioritizing people in its wealth management approach.

Managing Partner, Financial Advisor, Co-CIO & Director of Endowments & Foundations

Director, Research, Systems & Risk

Managing Partner, Financial Advisor & Director of Retirement Plans

Regatta emphasizes core values like hard work, honesty, and client commitment across its team, which includes experts in retirement planning.

Regatta Capital Group was founded in 2007 by Russell Mohberg and Spencer Kelly, prioritizing client-focused wealth management.

Regatta combines creative thinking, scientific rigor, and emotional intelligence in its investment philosophy, focusing on proven strategies while exploring new ideas.

Regatta’s Brentwood office, led by Ellen Himmel, offers investment and financial planning services to affluent clients, including business owners and retirees, with $1.6 billion in assets under management.

Regatta’s El Segundo office provides investment and financial planning services to affluent clients, including business owners and retirees, with $1.6 billion in assets under management.

Regatta’s New Jersey office, led by Lee Clay, specializes in investment and financial planning, including ESG and impact investing, for affluent clients.

Regatta’s Pennsylvania office, led by Lisa Margulies, offers investment and financial planning services to affluent clients, including business owners and retirees, with $1.6 billion in assets under management.

Discover expert financial guidance from an independent wealth management firm based in El Segundo, CA dedicated to helping driven, successful clients plan for their future. Our passionate team specializes in financial planning, investment management, 401k consulting, endowments & foundations, and impact investing. Let us help you craft a personalized plan to save, invest, and achieve your financial goals.

Regatta Capital Group outlines its commitment to protecting client personal information in its Privacy Policy.

Important Disclosure Information Regatta Capital Group (“Regatta”) is an SEC registered investment adviser located in El Segundo, CA. Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Regatta), will […]