Regency Wealth Management

Regency Wealth Management is a wealth management boutique dedicated to high net worth investors, families, trusts, businesses, and nonprofits. Founded in 2004 and headquartered in the United States, the firm prides itself on offering much more than just investments, as it is committed to helping clients plan and achieve their financial goals. The majority of its wealth management clients are comprised of business owners, executives, and retirees, with new clients typically having investable assets exceeding $1,000,000. Notably, Regency Wealth Management also takes pride in being proud sponsors of numerous community-minded non-profits. In the competitive finance and financial services industries, Regency Wealth Management has carved out a niche by focusing on high net worth individuals and organizations. Although the specific details of its last investment and investors are not available, the company's longstanding presence and commitment to its target market make it an intriguing prospect for potential investors. With a clear focus on serving high net worth clients and a dedication to community involvement, Regency Wealth Management presents an opportunity for investment entities seeking to diversify their portfolios within the wealth management sector.