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The past months have whipsawed investors. 2018 closed with most asset classes down after a turbulent December. 2019 opened with sharp gains in most asset classes, reversing prior declines. These…
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At RegentAtlantic we define Wealth Management as the integration of financial planning and investment management to help our clients achieve their personal and financial goals. All of our wealth management advisors are fiduciaries, a legally defined standard of guidance and service that means an advisor is required to always act in his or her clients’ best interests.
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