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Services & Products

At Regan Schiller & Associates Private Wealth Management, we provide investment strategies, estate planning, tax organization, and retirement preparation for the unique goals and financial aspirations of each of our clients.

We begin each client relationship with a genuine connection and honest discussion. The focal point of Regan Schiller & Associates Private Wealth Management is authentic relationships and exceptional client service. Our expertise falls considerably on high net-worth. Our experience with this exclusive group has given us an unmatched understanding of risk management strategies, investment opportunities, and tax knowledge for high-income clients.

Tax planning is a critical component of the financial plan for many clients. Tax minimization is an integral element for financial success. At Regan Schiller & Associates Private Wealth Management, we explore strategies to address primary financial needs, and ultimately achieve true financial well-being of each client.We take a unique, creative and strategic approach to managing, creating, and building your wealth.

We take a unique, creative and strategic approach to managing, creating, and building your wealth.

Investment Planning Approach

Retirement Planning

Tax Planning

Insurance Planning Approach

Cash and Liquidity Management

Estate Planning

Business Succession

Charitable Giving

Intergenerational Wealth Planning

Competitive Program Pricing

Competitive

We work to offer you the best financial advice combined with a competitive fee structure.

Transparent

Our proposed fee structure includes taxes and custodian costs.

Declining fee

Starting at $250,000, our fee structure decreases according to the level of assets invested.

Consolidation

Starting at $500,000, you can consolidate family assets into the same series (parents, children, grandparents, spouses).

Unbundled fees

Management and advisory fees are unbundled and allow for a tax deduction on advisory fees for nonregistered accounts.

Engaging you on your progress

Online Access

Professional Financial Plan

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