Regency Wealth Management

Regency Wealth Management Our mission is to assist individuals, families, & institutions with identifying, understanding, and pursuing their financial goals and objectives.

As wealth grows, it requires appropriate attention to a variety of areas including cash management, asset diversification, legal & estate issues, charitable planning, and management of the risks that may threaten the plan. Our focus is on helping clients navigate an increasingly complicated financial landscape to accumulate, preserve, and ultimately distribute their wealth. Doing so successfully requires trustworthy advice, personal service, and a close partnership.

09/02/2026

More skilled professionals identify as influencers than ever before. The homes of their clients are part of the sell to followers.

08/31/2026

A few tax moves cost nothing today and simply need to exist by December 31. Here's what to put in place now, while the option is still open.

08/26/2026

Do higher yields make bonds more appealing than stocks? Probably not.

Welcome back to our Meet the Team series!Today, we’re introducing Chase Gyles, our Marketing Coordinator here at Regency...
08/25/2026

Welcome back to our Meet the Team series!

Today, we’re introducing Chase Gyles, our Marketing Coordinator here at Regency Wealth Management.

For more than two years, Chase has contributed to Regency’s marketing efforts, including what you see here on social media!

Outside of his work, Chase is an avid cyclist and photographer, a Formula One fan, and is working toward visiting all 30 MLB stadiums. He also enjoys spending time on Lake Michigan with his wife, Paloma!

Get to know Chase, his role at Regency, and a few more of his interests in our latest Meet the Team feature through the link in the comments!

08/24/2026

From weak contracts and inadequate insurance to workplace safety failures and delayed legal action, companies often expose themselves to risks that are both predictable and preventable.

08/19/2026

Homebuyers were hoping for relief in 2026, but rising mortgage rates have pushed that hope further out of reach. What would it take for rates to drop?

08/17/2026

There are distinct seasons to your career, each of which brings valuable perspective. You just have to acknowledge which season you’re in instead of staying in denial about it.

Regency Wealth Management Partner, Mark Andraos, was featured in U.S. News & World Report discussing the changing landsc...
08/13/2026

Regency Wealth Management Partner, Mark Andraos, was featured in U.S. News & World Report discussing the changing landscape of commission-free ETF trading.

Mark shared his perspective on how brokerage firms are responding to lost trading revenue and why some investors are beginning to see transaction fees on certain ETF purchases.

Read our press release on Mark’s feature through the link in the comments! Or if you have questions about the changing landscape of investing via ETFs, reach out to our team to schedule a conversation!

08/12/2026

Founders love to talk about accountability because it makes them look like responsible leaders. But unless you can specifically demonstrate how your business is becoming more accountable, it’s just a buzzword.

08/10/2026

How much should you really have saved by your 30s and 40s? Most workers save less than the recommended 15% for retirement, and the gap often starts early. Raising contributions in your 20s or 30s gives your money more years to grow. Debt, retirement plan loans, and cash-outs after job changes can ma...

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500 N Franklin Tpke, Ste 212
Ramsey, NJ
07446

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