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Regal Bay Investment Group, LLC

250 E Wisconsin Ave., Suite 1500
Milwaukee, WI 53202

Phone:

414-225-3551

Fax:

414-225-3558

E-mail:

[email protected]

Calculators

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Contact Us

Please feel free to contact us with any questions.

Videos

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Welcome to Regal Bay Investment Group, LLC

Our Mission

As a fiduciary, Regal Bay Investment Group, LLC (“Regal Bay”) provides our clients with peace of mind through personal holistic investment advice and financial planning. Our credentials and experienced Investment Advisory Team will work with you to design and execute a financial plan that best suits your financial goals.

Newsletters

Media Trends: Where Have All the Readers Gone?

The majority of Americans read few books over the last year, while the number of weekly podcast listeners has been rising.

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A Mortgage Recast Is an Alternative to Refinancing

Explains how a borrower can lower monthly payments by recasting a mortgage.

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Separately Managed Accounts: Tax-Efficiency and Tailored for You

With SMAs, investors have the flexibility to fine-tune their asset allocations for their own unique circumstances and better manage their tax liability.

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Extreme Weather and Your Home Insurance: How to Navigate the Financial Storm

Details rising rates, restricted coverage, and insurers exiting high-risk areas.

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Calculators

Car Affordability

How much can you afford to pay for a car?

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

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