Distinctive Wealth Strategies

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Distinctive Wealth Strategies Regina Beatty, CFP, Private Wealth Strategist, helping business owners and high net worth families.

Regina Beatty, CFP, Private Wealth Strategist who provides Business Succession/Exit Planning, Estate Planning, Retirement Guidance and Wealth Management to successful business owners and high net worth families. Securities and investment advisory services offered through Osaic FA, Inc., member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA.

10/16/2026

Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.

Feel empowered with this step-by-step guide to reviewing your life insurance needs.
10/14/2026

Feel empowered with this step-by-step guide to reviewing your life insurance needs.

Learn how the review process works and how it may help you better understand your Life Insurance.

When Should You Claim Social Security? Let's Map Your Strategy
10/12/2026

When Should You Claim Social Security? Let's Map Your Strategy

Help clients navigate their Social Security claiming decisions with our interactive roadmap.

When was the last time you paid yourself first?
10/09/2026

When was the last time you paid yourself first?

It sounds simple, but paying yourself first can really pay off.

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jo...
10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials.

After you leave work, what will your life look like? Organize your thoughts with the help of this piece.
10/07/2026

After you leave work, what will your life look like? Organize your thoughts with the help of this piece.

A windfall from a loved one can be both rewarding and complicated. Learn how to cope with such an outcome with this mess...
10/05/2026

A windfall from a loved one can be both rewarding and complicated. Learn how to cope with such an outcome with this message.

A windfall from a loved one can be both rewarding and complicated.

10/02/2026

You’re the conductor of your 401k, IRA and taxable savings.

09/28/2026

What happens to your employer-sponsored retirement accounts when you change jobs? Find out in our latest video.

As an investor, you’ll encounter times when volatility picks up and markets cycle lower. But if you’re approaching retir...
09/25/2026

As an investor, you’ll encounter times when volatility picks up and markets cycle lower. But if you’re approaching retirement, you may need to consider how a down-market could impact your next chapter.

This short video illustrates the importance of understanding sequence of returns risk.

Address

One Northgate Square
Greensburg, PA
15601

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 9am - 10pm
Sunday 8am - 10pm

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