CI RegentAtlantic Private Wealth

CI RegentAtlantic Private Wealth, a partner of CI Private Wealth, is a wealth management firm that integrates financial planning and investment management with your individual goals. CI RegentAtlantic Private Wealth combines the personal experience, extensive knowledge, and objective advice of a boutique with the resources and vast intellectual capital of an industry leader to create a profoundly different wealth management experience. Important Disclosure Information: Any investments discussed are for illustrative purposes only and there is no assurance that the adviser will make any investments with the same or similar characteristics as any investments presented. The investments are presented for discussion purposes only and are not a reliable indicator of the performance or investment profile of any composite or client account. Further, the reader should not assume that any investments identified were or will be profitable or that any investment recommendations or that investment decisions we make in the future will be profitable. Certain of the information contained on this site is based upon forward-looking statements, information and opinions, including descriptions of anticipated market changes and expectations of future activity.  RegentAtlantic believes that such statements, information, and opinions are based upon reasonable estimates and assumptions.  However, forward-looking statements, information and opinions are inherently uncertain and actual events or results may differ materially from those reflected in the forward-looking statements.  Therefore, undue reliance should not be placed on such forward-looking statements, information and opinions.

Financial Services
New York, New York
Founded in 1982
11-50 employees

CI RegentAtlantic Private Wealth, a partner of CI Private Wealth, is a wealth management firm that integrates financial planning and investment management with your individual goals. CI RegentAtlantic Private Wealth combines the personal experience, extensive knowledge, and objective advice of a boutique with the resources and vast intellectual capital of an industry leader to create a profoundly different wealth management experience. Important Disclosure Information: Any investments discussed are for illustrative purposes only and there is no assurance that the adviser will make any investments with the same or similar characteristics as any investments presented. The investments are presented for discussion purposes only and are not a reliable indicator of the performance or investment profile of any composite or client account. Further, the reader should not assume that any investments identified were or will be profitable or that any investment recommendations or that investment decisions we make in the future will be profitable. Certain of the information contained on this site is based upon forward-looking statements, information and opinions, including descriptions of anticipated market changes and expectations of future activity.  RegentAtlantic believes that such statements, information, and opinions are based upon reasonable estimates and assumptions.  However, forward-looking statements, information and opinions are inherently uncertain and actual events or results may differ materially from those reflected in the forward-looking statements.  Therefore, undue reliance should not be placed on such forward-looking statements, information and opinions.

Company Information

Industry
Financial Services
Company Type
Privately Held
Founded
1982
Employee Range
11-50
Revenue Range
Not available

Location

Address
60 Columbia Rd New Jersey Morristown
City
New York
Region
New York
Postal Code
07960-4534
Country
United States

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