CI RegentAtlantic Private Wealth Employee Directory

Financial ServicesNew Jersey, United States51-200 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.

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