Financial planning
Develops strategic plans tailored to clients' goals and circumstances.
Regimen Wealth
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About Regimen Wealth
Regimen Wealth provides financial planning and investment management, beginning with conversations about clients' goals and an analysis of their financial circumstances. The firm develops strategic plans tailored to each client and offers ongoing guidance as needs and life circumstances change. Services include estate, education, tax, and retirement planning, along with advice for managing inheritance and multigenerational wealth. It works with individuals, couples, and families, including small business owners, unmarried partners, same-sex couples, and people navigating life transitions. Planning specialties also include women's finances and blended-family finances. Regimen Wealth is based in Atlanta and serves clients at different stages of life and career.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
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Services & specialities
Highlights
Investment management
Provides investment management as part of its wealth guidance.
Life transitions
Supports clients through changing needs and financial circumstances.
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