REGATTA CAPITAL GROUP

REGATTA CAPITAL GROUP

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FINANCIAL MANAGEMENTFINANCIAL PLANNING

About Us

Regatta Capital Group provides unbiased investment advice and wealth management to high net worth families, entrepreneurs and non-profit organizations. Our independence and strong regard for the fiduciary responsibilities we have to our clients guides our every decision. We believe you deserve more than a broker; you deserve a pre-eminent wealth management team focused on the big picture.

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Spencer Kelly & Russell Mohberg
Spencer Kelly