Thank you for being a friend of the Regency Wealth Management community. As an independent investment adviser, we couldn’t do this without you. Most of you kindly allow us the privilege of assisting you in meeting your long term financial goals. Many of you also share our passion for philanthropic giving to broadly support our communities. We are excited to invite you to our second Giving Tuesday Symposium where we will discuss estate planning, donor advised funds, investments & financial planning. We have also invited five local non-profits to share with us how they are strengthening our communities through their missions. Details are attached.
November 29, 2016 6:00 p.m.
Christian Health Care Center, Auditorium
700 Mountain Avenue, Wyckoff, NJ 07481
We wish you a great Thanksgiving and hope to see you on Giving Tuesday. Feel free to invite a friend or two as anyone who establishes a new wealth management relationship with us by year-end will have Regency match up to $1,000 of any charitable gift they make!
Please RSVP by noon, 11/23: (201) 447-5850
Regency Wealth Management is a SEC Registered Investment Advisor managing over $500 million for families and small institutional investors. Regency was founded in 2004, is headquartered in New Jersey, and serves clients across the country.