Helping clients realize their vision of the future with
personalized investment planning for over 50 years.
-The Regan Group, Inc.
The Regan Group, Inc. helps high-net-worth families simplify the many complex aspects of wealth management by clearly defining their current situation and future goals, implementing a structured plan for reaching those goals, and providing confidence that we're working towards their success.
Our nearly 60 years of combined experience in the research and monitoring of independent money managers guides our process for determining which to include in each clients’ custom portfolio.