At CI RegentAtlantic Private Wealth, we focus on exceeding client expectations every day. We combine the personal experience, extensive knowledge, and objective advice of our boutique firm with the resources and vast intellectual capital of an industry leader to create a profoundly different wealth management experience for EVERY client.
At CI RegentAtlantic Private Wealth, we provide holistic advice and coordinated strategies for your entire wealth picture—no matter how complex it may be. Our goal is to become the indispensable partner you call first to help navigate you through any financial, business or family issues that you may face—so you can stay focused on enjoying the journey. And our partnership with CI Private Wealth put us in the uncommon position of being able to create solutions for even the most unique and complex of challenges.
Passion
We are passionate about enriching the lives of our clients.
Integrity
Clients rely on us to provide objective advice—because they know that we always put them first.
Innovation
Our diverse, collaborative culture inspires thoughtful innovations that lead to enhanced client experiences.
WHAT WE OFFER
At CI RegentAtlantic, we have extensive expertise working with many types of clients and customize our services to reflect each one’s distinct objectives, priorities, and timelines. We can help navigate not only the complexities that come with growing wealth, but also the family dynamics, personal challenges, business issues, and legal and cultural biases facing so many of us and our loved ones today.
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