Wealth Planning CI RegentAtlantic Private Wealth
Jun 2, 2022

A welcome plan for success

As your wealth grows, so do the complexities involved with managing it. This is especially true when it comes to wealth management for LGBTQIA+ individuals and their families.

Consider that, even seemingly simple decisions like how to combine finances, start a family, or even where to retire can involve additional complexities for the community. In order to truly protect and provide for the people you love, every decision needs to be carefully considered alongside appropriate state and federal laws (and often company policies). 

A profoundly different wealth management experience

At CI Private Wealth, we have deep experience in navigating the complexities that come with growing wealth, the family dynamics, personal challenges, and legal and cultural biases facing so many of us and our loved ones today. We combine the personal experience, extensive knowledge, and objective advice with the resources and vast intellectual capital of an industry leader to create a profoundly different wealth management experience for EVERY client.

Focused on your unique needs

We take pride in supporting LGBTQIA+ individuals and their families by creating custom wealth plans designed to:

  • Build—and protect—the future you always dreamed of for yourself and your loved ones 
  • Provide both the discipline and flexibility needed to meet the seen and unforeseen curves that life (and changing laws) may throw your way 
  • Help ensure that you control who steps in to manage your health, inherit your wealth, and care for your children when you cannot

Building the right team for you

We spend time getting to know you and your goals, both personal and financial, in order to identify wealth advisors with the right mix of expertise and experience that we believe will best meet your needs of today and tomorrow. We work closely with your estate planning attorney and accountant to ensure that all decisions work in concert to help you reach your unique objectives. 

Wealth management designed to fit the needs of everyone

At CI Private Wealth, we provide holistic advice and coordinated strategies for your entire wealth picture—no matter how complex it may be.

ABOUT THE AUTHOR

RegentAtlantic is a fee-only, Registered Investment Advisor (RIA) established in 1982.  Partnering for financial well-being, we approach wealth management advisory services by integrating financial planning and investment management.

We work with high-net-worth individuals and families across generations, corporate executives, and nonprofit organizations. RegentAtlantic, and its employees, have a fiduciary duty to clients, a legally defined standard of guidance and service that means the advisor is required to always act in his or her clients’ best interests.



CONTENT DISCLOSURE

This information is for educational purposes and is not intended to provide, and should not be relied upon for, accounting, legal, tax, insurance, or investment advice. This does not constitute an offer to provide any services, nor a solicitation to purchase securities. The contents are not intended to be advice tailored to any particular person or situation. We believe the information provided is accurate and reliable, but do not warrant it as to completeness or accuracy. This information may include opinions or forecasts, including investment strategies and economic and market conditions; however, there is no guarantee that such opinions or forecasts will prove to be correct, and they also may change without notice. We encourage you to speak with a qualified professional regarding your scenario and the then-current applicable laws and rules.

Different types of investments involve degrees of risk. Future performance of any investment or wealth management strategy, including those recommended by us, may not be profitable, suitable, or prove successful. Past performance is not indicative of future results. One cannot invest directly in an index or benchmark, and those do not reflect the deduction of various fees which would diminish results. Any index or benchmark performance figures are for comparison purposes only, and client account holdings will not directly correspond to any such data.

Advisory services are offered through CI Private Wealth and its affiliates, each being a registered investment adviser (“RIA”) regulated by the US Securities and Exchange Commission (“SEC”). The advisory services are only offered in jurisdictions where the RIA is appropriately registered. The use of the term “registered” does not imply any particular level of skill or training and does not imply any approval by the SEC. For a complete discussion of the scope of advisory services offered, fees, and other disclosures, please review the RIA’s Disclosure Brochure (Form ADV Part 2A) and Form CRS, available upon request to the RIA and online at https://adviserinfo.sec.gov/. We also encourage you to review the RIA’s Privacy Policy and Code of Ethics, which are available upon request.

Our clients must, in writing, advise us of personal, financial, or investment objective changes and any restrictions desired on our services so that we may re-evaluate any previous recommendations and adjust our advisory services as needed. For current clients, please advise us immediately if you are not receiving monthly account statements from your custodian. We encourage you to compare your custodial statements to any information we provide to you.