“The financial services industry has evolved considerably in the last 20 years,” explained Ian Weinstein, Founder & CEO, Regimen Wealth. “Our decision was driven by the realization that we could do a lot more for our clients as an independent firm than we could affiliated with a financial services corporation. As an independent registered investment advisor, we have control over the technology we use and are empowered to choose the asset managers and investment solutions that are best suited to each client’s needs.”
“As an independent firm we are able to constantly upgrade, improve and enhance the services we provide to our clients,” added Aiki Altmets, Chief Operating Officer, Regimen Wealth. “An important part of what we do is help our clients understand their financial situation so they can feel more confident about reaching their own life goals and enjoy a comfortable retirement.”