Regier Private Wealth Management

Identify • Plan • Achieve Your Financial Goals

 

Regier Private Wealth Management ("Regier PWM") exists to assist business owners and individuals in identifying, planning for, and achieving their financial goals. 

We listen closely, ask lots of questions, and tailor our recommendations to your unique financial situation and objectives.

Regier PWM focuses on the following areas:

  • Retirement planning (wealth accumulation and distribution planning)

  • Portfolio management (equity, fixed income, and alternative investments)

  • Tax minimization strategies

  • College planning

  • Executive bonus plans (qualified and non-qualified)

  • Insurance solutions (life, disability, and long-term care)

Clients choose to work with Regier PWM because of our attention to detail, integrity, and role as a fiduciary; always putting our clients’ needs and objectives at the center of every proposed strategy and solution.