About Us
Financial Clarity,
Confidence, and Purpose
Regimen Wealth is an independent wealth management firm based in Atlanta, GA, and has been proudly serving individuals and families across the United States since its founding in 2020. Regimen was founded by industry veterans Ian A. Weinstein and Aiki Altmets, built on the belief that personalized, thoughtful, clear and actionable financial strategies can transform lives.
The company has over 70 years of combined experience and is committed to delivering advice based on real data. Wealth management at Regimen Wealth is rooted in integrity, clarity, and a commitment to quality – but we empower our clients to lead their lives with confidence and purpose. Planning for retirement, aspiring to reach a specific goal, managing your wealth, or building a legacy: whatever your goals are, we’re here to support you through your financial journey.
Our Values
The Foundation of Regimen Wealth
Regimen Wealth is committed to five core values: Integrity, Clarity, Excellence, Kindness, and Growth. These lay the foundation for everything we do and the standards by which we measure our success.
Integrity
means our advice and actions align with your best interests, with trust and transparency in every relationship.
Clarity
allows us to simplify the complexities of financial planning, providing you with easy-to-understand and actionable strategies.
Excellence
drives us to get curious, delve deep and continuously refine our approach to deliver quality service and outcomes.
Kindness
shapes our collaborative approach, creating a supportive environment where your personal goals are genuinely understood.
Growth
reflects our dedication to adapting alongside our clients and staying ahead as the landscape changes.
These values guide us with our client partnerships; we address your unique wealth management plan with the utmost respect and care. We can help you plan for life’s milestones, a new challenge, or an opportunity, providing you with clarity and confidence to move forward with purpose.
The Regimen Wealth Team
Ian A. Weinstein
Founder & Wealth Advisor
Aiki Altmets
Co-Founder & COO
Jared Haubenstock
Wealth Advisor
Monika Brzeznicka
Operations & Client Service Specialist
Taylor Hess
Senior Financial Analyst
Tracy Kasing
Financial Analyst
Why Regimen Wealth?
At Regimen Wealth we set ourselves apart by how we collaborate with you on your wealth management needs. We have a compassionate no-nonsense approach for your financial planning, so that you can meet your goals and needs.
Our team works alongside you through all of your life phases, evolving your strategy over time as your priorities and circumstances change. We have over 70 years of combined expertise, so we provide technical precision and emotional understanding for you to simplify and take action even on the most complex financial decisions.
We stay attuned to ever-evolving client needs and landscape, screen for opportunities in the wealth management space, and incorporate innovative tools and solutions to provide you with the support needed.
Who We Serve
Regimen Wealth proudly serves individuals and families who need a trusted partner to help them. Our clients range from successful professionals working towards their retirement to high-net-worth retirees planning their income needs. Additionally, we specialize in working with corporate executives who want to maximize their complex compensation structures and build wealth for self or future generations.
Our services are designed to coordinate various financial planning needs, like retirement planning, investment management, tax optimization, estate planning, and more. We want to help you with a personalized strategy so you can feel confident and secure in your financial situation.
We meet you where you are and guide you toward where you want to be – with thoughtful planning, actionable advice, and consistent support.