Regency Wealth Management

Plan with Care

You’ve worked hard to provide financial stability for yourself and your family; you may be uncertain if it is enough or you may need help managing your wealth. Alternatively, you’ve inherited an estate from a loved one and want to manage it thoughtfully. Both scenarios demand careful planning.

Relying on knowledgeable, trustworthy wealth management experts can bring excellent results and peace of mind. We hope you’ll consider Regency Wealth Management as your financial advisor and contact us for an exploratory conversation. If you’re already a Regency client, make sure you reach out to a member of your team if your goals, needs, or priorities have changed so we can adjust your plan and or portfolio accordingly.

Choose Personalized Advice Unique to Your Situation

You have many options when considering your financial planning, including banks, accountants, and large wealth management and investment firms. Regency offers another option: a team of exceptionally qualified professionals dedicated to personal, and personalized, service. To us, you are not just a number, you’re a valued individual or family whom we take the time to get to know and understand your particular needs and goals.

Our integrated team concept lets us be available to you at your convenience. You’re always able to contact one of your team members, each of whom knows your portfolio and your financial objectives and also genuinely cares about you and your economic security.

If Regency Wealth Management sounds as if it might be the right financial partner for you, please contact us for an exploratory conversation.

Develop Your Financial Priorities

Regency Wealth Management, serving as your fiduciary, cares about identifying your individual needs in order to devise specific financial strategies to meet them. For example:

  • Are you on track for your desired retirement?
  • Do you need a steady monthly income flow in retirement?
  • What impact might medical costs have on your planning?
  • Are higher education costs, including children and grandchildren, important to your planning?
  • To what extent do you want to preserve your estate for your heirs and minimize taxes?
  • What are your wishes for charitable gifting during life and at death?
  • Have you made adequate provision for your loved ones should you become disabled or pass away suddenly?

Another key aspect is understanding your willingness to accept the ups and downs of financial markets. Click here for a free risk assessment.

It’s also important to remember that financial priorities change. That’s why it’s crucial to partner with a wealth management firm like Regency, dedicated to responsible, proactive approaches to your financial future. Please contact us for an exploratory conversation.

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Your Financial Plan

We work with you to define clear financial goals and objectives and to understand your resources. After our analysis we’ll work together to develop a plan that works for you. We may advise on a variety of alternate scenarios to help you make informed choices to realize your goals. Regency uses powerful software tools to assists us in preparation of the plan and provides you online access to view your personal financial dashboard updated daily in real time.

Should you choose to implement the recommendations, Regency can facilitate such implementation by developing an investment plan and work closely with your attorney, accountant, insurance agent, and/or other professionals when warranted.

Your Financial Plan may include:

Cash flow and financial position analysis, summarizing and assessing income and expenses, key budgeting issues, and cash reserves for emergencies or future opportunities.

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Targeted goal funding strategies — such as for educating children or grandchildren, purchasing a vacation home or accumulating a targeted amount for some other purpose—through development of an appropriate investment plan based on your specific time frames and risk tolerance.

Income tax forms

Income tax planning, including the identification of appropriate tax savings strategies that may be available in your situation.

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Retirement planning focused on evaluating needs and developing strategies for both the accumulation and distribution phases of life.


Estate planning & wealth preservation, including the development of estate organization and distribution strategies. Such strategies seek to assure that wealth is preserved and passed on efficiently and effectively to the people or organizations you care about.

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Risk management, which involves identifying potential risks, such as loss of health, property, income, or life; and developing appropriate strategies for protecting against these risks.

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