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The Regan Group, Inc.


Finance & Insurance Financial & Investment Services


The Regan Group, Inc. helps high-net-worth families simplify the many complex aspects of wealth management by clearly defining their current situation and future goals, implementing a structured plan for reaching those goals, and providing confidence that we're working towards their success. Our nearly 60 years of combined experience in the research and monitoring of independent money managers guides our process for determining which to include in each clients’ custom portfolio.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. The Regan Group, Inc. is a separate entity from WFAFN.


Mr. Patrick Regan
CIMA ® Managing Principal

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