Wealth Planning
At Regions, we believe each client has a right to non-biased, customized advice. We combine your personal philosophy, core values and beliefs with financials and analytics to create a wealth plan that allows you to track your goals and update your plan over time.
The three pillars of our wealth planning process
Our Wealth Planning philosophy & services
A holistic approach to wealth planning
Wealth planning is a collaborative process that helps you maximize the potential for meeting your life goals and considering your holistic financial picture. It can encompass estate planning, charitable giving, business transition, wealth transfer and plenty more.
We believe effective planning requires the ability to evolve and grow as you do, so through ongoing, in-depth conversations and active listening, our team provides much-needed perspective and serves as a sounding board.
This approach helps us take a step back from the financial specifics and better understand what you or your family are trying to accomplish and the right strategies and solutions to meet your goals.
A sampling of our capabilities includes:
- Strategic financial planning
- Estate/wealth transfer
- Business transition
- Philanthropic planning
- Executive compensation
- Wealth preservation and protection
- Intergenerational wealth planning
Wealth Planning tailored to serve you & your unique goals
Wealth mangement for women
Whether you’re planning for your legacy, saving for retirement or dealing with a major life event we have a team of professionals and a library of resources to help address your needs and work toward your goals.
Wealth management for business owners & entrepreneurs
As a business owner, you face numerous professional demands on a daily basis. Regions Private Wealth Management is here to provide the professional experience and unbiased customized solutions you need and deserve.
Wealth management for corporate executives
If your compensation packages include deferred income, pensions or company stock, we can help you understand how to maximize your compensation, navigate tax implications and develop the right wealth plan.
Products & solutions to help you grow and manage your wealth
Explore our articles & resources
Five key market considerations for long term wealth planning
Your wealth plan is supporting goals that might be decades away. So how do you balance the impact and opportunities of short term events while remaining true to your long term financial plans?
Planning options if tax cuts expire in 2025
Select provisions of the 2017 tax bill are due to expire in 2025. It’s important to understand your options. Here, one of our senior strategists summarizes some of the most important provisions.
College savings: the higher cost of higher education
Higher education can be expensive. If paying for college is part of your future story, planning for it should be at the core. Regions Private Wealth advisors can help you decipher the options.