Regent Atlantic Capital

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Other Link: http://www.regentatlantic.com
Categories: Investment Management, Financial Planners, Financial Planning Consultants, Financial Services, Investment Advisory Service

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Phone: (973) 425-8420

Address: 1200 Mount Kemble Ave Ste 300, Morristown, NJ 07960

Tax Planning
Information we collect from you and your other advisors in the process of providing services such as estate planning, income tax planning, risk management, etc.; and
Estate Taxes
Avoiding Probate
Revocable trusts are created during the lifetime of the grantor and can be modified or revoked entirely, providing for lots of flexibility. Revocable trusts, sometimes referred to as a living trust, can be helpful to avoid probate, which can be quite onerous depending on the state and your personal situation. Revocable trusts can also provide privacy to one’s affairs. When a will is probated it becomes public record and any member of the public can then request to view a copy. Utilizing a revocable trust and avoiding probate ensures that your matters remain private.
Tax Services
As independent advisors, we’re not limited by proprietary, off-the-shelf products. Our independence lets us focus on providing unbiased recommendations based on your needs — nothing else. Once your strategy is implemented, we monitor and evaluate your portfolio, researching potential opportunities as they arise and focusing on tax management as appropriate.
Income Tax

Investment Management
Past performance may not be indicative of future results. Therefore, you should not assume that future performance of any specific investment, investment strategy (including the investments and/or investment strategies that RegentAtlantic recommends or undertakes) or product that RegentAtlantic makes reference to directly or indirectly on its website, or indirectly via a link to an unaffiliated third-party website, will be profitable or equal the corresponding indicated performance level(s). Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for your investment portfolio. Historical performance results for investment indices and/or categories generally do not reflect the deduction of transaction and/or custodial charges, the deduction of an investment management fee, or the impact of taxes, which investment advisory clients typically incur. These charges, fees and/or taxes decrease historical performance results.
Wealth Management
At RegentAtlantic Capital, we collect personal information from clients and prospective clients in order to open accounts and to provide them with wealth management and investment advisory services. In addition, we may collect limited personal information from consumers visiting our website in order to allow us to provide them with additional information about the services that we offer.

Financial Planning
RegentAtlantic Associate Wealth Advisor Eileen Stevens will be speaking at Future of Financial Planning Panel at Fiduciary September on Wednesday, September 21.
Retirement Planning
Odds are, you don’t want to delve into the rules governing global markets or spend weekends researching retirement strategies. We’ll take on the burden of oversight for you and perform ongoing monitoring. And we’ll communicate with you regularly — to ensure you’re on track and to help you adapt to changing conditions or life events.
Asset Management
If you are viewing your complete portfolio or one account, and want to see additional reports such as Performance Detail, Asset Allocation, Capital Flows, or Realized Gains/Losses, you can select these reports by clicking the selections highlighted below.
Living Trusts

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