RegentAtlantic Capital is a wealth management firm that provides investment management, tax and financial planning services to high net worth individuals and families. The firm's assets are managed by an executive management team, assisted by an investment committee. CI RegentAtlantic Private Wealth, a partner of CI Private Wealth, offers a unique wealth management experience that combines the personal experience and extensive knowledge of a boutique with the resources and vast intellectual capital of an industry leader. It integrates financial planning and investment management with individual goals. However, 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.