Regency Wealth Management

Your Experience

As a ‘boutique’ firm, your experience is a top priority. Our team will get to know you personally so we can form lasting relationships and bonds of trust. We want you to know us so you can have the peace of mind that comes from trusting that your finances are in good hands.

Our hands-on approach to financial planning and investing, and our commitment to personalized service, means you can contact your team with any questions or concerns you may have, at any time, and get a prompt and diligent response. Our team approach to managing your relationship means that there are always multiple partners with various specialties working on your account.

We know you need to trust your financial advisors as principled, caring people who truly have your best interests at heart, people who understand your needs and goals, people who will explain your options clearly and transparently… people like your team at Regency Wealth Management.


financial security with Mark Reitsma

Get To Know Us

Your financial security is not something you can take lightly. Every wealth management firm is not the right fit for every investor, that’s why we take the time to get to know each other first so you can feel confident in your decision to trust us with your financial future.

Great client relationships are important to us. Our process has served us well throughout the years and we believe it will serve you well too:

  1. Schedule a no-obligation Introductory Call with a Firm Partner

One of our Firm’s Partners will join you on a 30-minute no-obligation exploratory call to learn more about your financial goals and share more about Regency.

  1. Attend a Personal Consultation Meeting

If the introductory call seems to be a good fit, come in to meet with the Firm’s Partners for a more in-depth review and discussion of your finances and financial goals.

  1. Connect with a Dedicated Partner

A Firm Partner is always an important member of your Regency team. We pride ourselves on our unique personal, and personalized, approach and on giving each of our clients the best overall experience.



Core Values

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Purpose:

Regency Wealth Management is a creative and disciplined enterprise that seeks to produce an environment where clients and employees can flourish both economically and philanthropically, in a God honoring way.

Principles:

The Regency team is comprised of financial management experts serving others excellently with integrity and transparency in a collaborative manner. As we assist clients in achieving and maintaining financial security, we seek to inspire them to live generously so that they can bless others.

Our Goals:
  • To build healthy and respectful relationships
  • To be leaders in our communities
  • To assist clients in meeting their financial objectives
  • To provide meaningful careers to our employees
  • To grow profitably without compromising service quality
Our Values:
  • Empathy
  • Fiduciary
  • Generosity
  • Honesty
  • Inspiration
  • Integrity
  • Joy
  • Transparency

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