News

Andrew Aran, CFA, Co-Founder and Managing Partner of Regency Wealth Management Assumes New Client Development Role 

News & Updates | April 21, 2025

First Quarter 2025 Investment Review

Quarterly Investment Review | April 17, 2025

Mark Andraos Quoted in U.S. News & World Report

Regency In the News | April 9, 2025

Regency Wealth Management Completes 2025 SEC Investment Advisory Filing

News & Updates | April 1, 2025

Mark Andraos Quoted in U.S. News & World Report

Regency In the News | March 24, 2025

Meet the Team: Get to know Beverly Schaaf!

Meet the Team | February 18, 2025

Mark Andraos Quoted in Reuters

Regency In the News | February 3, 2025

How Our Clients Used Charitable Strategies to Give Back in 2024

News & Updates | January 10, 2025

Fourth Quarter 2024 Investment Review

Quarterly Investment Review | January 9, 2025

Regency Wealth Management is excited to announce the promotion of Tim Parker, CFA to Chief Executive Officer

News & Updates | December 5, 2024