Founded in 2008, Regatta Research & Money Management is a fiduciary, fee-only wealth management firm based in the New Orleans area. The company provides comprehensive financial planning, investment management, and retirement planning services to individuals, families, and institutions. As a registered investment adviser (RIA), they emphasize a client-centric approach, focusing on independent research and personalized strategies to help clients achieve their long-term financial goals without the conflicts of interest associated with commission-based products.

Founded in

United States