A financial professional for over 25 years, Regina Beatty specializes in Financial Planning for successful business owners and high net worth families. Her areas of expertise include business succession and estate planning, along with coordinated retirement planning and comprehensive wealth management. Regina is known for building strong, lasting relationships with her clients and takes pride in developing thoughtful, strategic plans tailored to each family’s specific goals and values.

Working closely with multi-generational families, Regina and her son Julian form a team that brings both experience and fresh perspective to the planning process. They “get it” — understanding that financial decisions are rarely just about the numbers. Instead, they help clients connect their emotions to the math, recognizing that the “why” behind each decision matters just as much as the “how.” 

Together, they stress test every plan to evaluate its probability of success, ensuring that the financial roadmap they build is not only sound and strategic, but also deeply aligned with what matters most to each family they serve. 

About Heritage Financial Consultants

• They love what they do, and work hard to hear what matters most to their clients.  
• They love what they do, and work hard to hear what matters most to their clients.  
• Clients have found that the hands-on process Heritage Financial Consultants offers gives them great clarity and financial confidence, in many cases providing exceptional financial benefits for them and their families.
• They only take on a limited number of new clients each year, to give their full attention to each client, ensuring a good fit.

DistinctiveWealthStrategies.com
(724) 834-8100
6151 Lake Osprey Drive, Suite 300
Sarasota FL, 34240

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.