Wealth Management

  • A Person is Using a Calculator in Front of a Laptop Computer

Wealth Management Services by Dan Reganata CPA MBA PFS

At Dan Reganata, CPA, MBA, PFS, we provide comprehensive wealth management services to help you achieve financial security and growth. Our experienced team offers tailored financial planning, strategic investment management, and retirement planning. Serving clients in Cherry Hill, Haddonfield, Moorestown, Mount Laurel, and Marlton, NJ, we deliver expert guidance for individuals and businesses, helping you navigate today’s financial landscape with confidence.

Financial Planning

Effective financial planning is the cornerstone of long-term financial success. Our team of professionals works closely with you to develop a personalized financial plan that aligns with your goals. Whether you're aiming to save for your child's education, growing your investments, or secure a comfortable retirement, we create a roadmap that optimizes your financial health. We also ensure that your plan integrates seamlessly with your overall accounting and tax needs, offering a holistic approach to managing your finances.

Our financial planning services include:

  • Cash flow and budget analysis
  • Debt management strategies
  • Tax-efficient planning
  • Education savings plans
  • Estate planning support
  • Retirement distribution strategies

Investment Management

Our investment management services are designed to help you maximize returns while minimizing risk. Leveraging years of experience and financial expertise, we build and manage diversified portfolios that reflect your financial goals, risk tolerance, and time horizon. As an accounting firm, we integrate tax-efficient strategies to ensure your investments grow with the most favorable tax outcomes.

  • A Man and a Woman Are Sitting at a Table Looking at a Piece of Paper

Our investment management services include:

  • Portfolio creation and rebalancing
  • Risk assessment and management
  • Tax-efficient investment strategies
  • Long-term and short-term investment planning
  • Asset allocation strategies

Retirement Planning

Planning for retirement requires careful consideration of your future income needs, lifestyle goals, and potential challenges. At Dan Reganata CPA MBA PFS, we provide personalized retirement planning services to ensure you're prepared for every phase of your retirement journey. From maximizing your 401(k) or IRA contributions to creating income streams for your retirement years, our team helps you plan a stress-free retirement that aligns with your aspirations.


Our retirement planning services include:

  • 401(k) and IRA management
  • Pension and Social Security optimization
  • Retirement income strategies
  • Long-term care planning
  • Estate and legacy planning
  • "Mega Back Door Roth" Strategy

Why Choose Dan Reganata CPA MBA PFS?

As a full-service accounting firm, Dan Reganata CPA MBA PFS goes beyond traditional bookkeeping and tax services to provide comprehensive wealth management solutions. Our unique blend of accounting expertise and personalized financial strategies ensures that your wealth is managed with care, helping you secure a financially sound future. With our focus on client satisfaction and long-term success, you can trust us to guide you through every step of your financial journey.


Service Areas: We proudly serve clients in Cherry Hill, Haddonfield, Moorestown, Mount Laurel, and Marlton, NJ.


By choosing Dan Reganata CPA MBA PFS, you're not just investing in wealth management service—you're partnering with a team dedicated to your financial success. Contact us today to learn how we can help you achieve your financial goals.