After two decades with Ameriprise, financial advisor Ian Weinstein is launching his practice, Regimen Wealth, as an independent RIA, the company recently announced in a press release.
Regimen Wealth, headquartered in Atlanta, currently works with approximately 200 families in the metropolitan area and manages about $200 million in client assets.
The Regimen Wealth team of six, including COO Aiki Altmets, provide investment solutions, tax strategies and long-term planning services based on a data-driven approach that focuses on cash-flow analysis, Weinstein said.
Regimen Wealth has chosen Fidelity Institutional as the third-party custodian of client assets.