At CI RegentAtlantic, we understand that everyone has a different view of their financial future. That’s why we truly listen to discover everything from the passions that drive you each day and the concerns keeping you up at night to the distinct dreams you have for the future.
We use a detailed discovery and ongoing planning process to help you define, prioritize and plan for everything that matters to you. Your plan then becomes a roadmap we can use to measure when you are on track, when you may need to change direction, where you may be able to reduce risk—and more.
Discovery of your life goals
We begin by learning everything we can about your needs, concerns, priorities, goals and aspirations.
Creation of wealth plan
We create your personalized wealth plan which details integrated strategies for your holistic wealth needs.
Implementation of your financial plan
We put your wealth and investment plans into practice, building your portfolio and collaborating with your other advisors as needed.
Ongoing planning process
We go through the entire planning process as your life and needs change over time.
Continuous monitoring of plan
We continually monitor your portfolio to ensure it is performing to our standards – and yours, and regularly review your financial plan to ensure you stay on track towards your goals.
WHAT WE OFFER
Discover more about how we can help you enrich your life. CONTACT US
CI Regent Atlantic Private Wealth