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.

07/15/2026

In an AI-accelerated workplace where output is increasingly easy to generate, real professional value comes from judgment, restraint and clarity. Here's why professionals must move beyond volume-based ex*****on and learn to deliver the strategic conviction leaders actually trust.

07/13/2026

New research says joy, not shame, is what makes better habits stick. Here's the 5-step method two UBC psychologists use to build them.

Please join us in welcoming Financial Planning intern, Seth Lochmann, to Regency Wealth Management this summer!Seth is c...
07/13/2026

Please join us in welcoming Financial Planning intern, Seth Lochmann, to Regency Wealth Management this summer!

Seth is currently pursuing a degree in Financial Planning at Liberty University and is spending the summer with our team. This summer, he will have the opportunity to build on his classroom learning through practical exposure to financial planning and Regency's fiduciary approach to wealth management.

We're excited to have Seth with us and look forward to being part of his professional journey! Make sure to say hi to Seth when you’re in the office next!

We're excited to welcome Scott Drown, to Regency Wealth Management as our new Managing Director of Operations.Scott brin...
07/08/2026

We're excited to welcome Scott Drown, to Regency Wealth Management as our new Managing Director of Operations.

Scott brings extensive experience in wealth management operations, process improvement, and organizational leadership that will help strengthen the infrastructure, supporting our advisors and clients. His ability to streamline and scale operations will be instrumental as we continue to grow and serve more clients.

His addition reflects our ongoing commitment to investing in the people and processes that enhance client experience. Scott’s leadership will contribute meaningfully to our mission of delivering exceptional service and long-term value.

Please join us in welcoming Scott to the Regency team, and read more about his new role at the link in the comments!

07/08/2026

New research suggests most wealthy families aren’t having discussions with younger generations about the purpose or goals of family wealth.

Our Second Quarter 2026 Investment Review is now available on our website!This quarter, our advisors explore the market ...
07/07/2026

Our Second Quarter 2026 Investment Review is now available on our website!

This quarter, our advisors explore the market forces that shaped the first half of the year, including the implications of major IPOs, the effect of passive investing, and what these developments may mean for long-term investors. As always, our investment team remains focused on disciplined, research-driven investing rather than market hype.

Read the full newsletter on our website. The link is in the comments.

07/06/2026

Growth runs through five stages. Most founders fund the first and skip the two that produce revenue.

Happy 250th Birthday of America and Independence Day from all of us at Regency Wealth Management!We’re deeply grateful f...
07/04/2026

Happy 250th Birthday of America and Independence Day from all of us at Regency Wealth Management!

We’re deeply grateful for the freedom and opportunity that we have in America! As you gather with family and friends this Independence Day, we hope you have a safe and meaningful holiday. Thank you to those who have served and grant us the freedom that we get to enjoy!

07/01/2026

Rick Rosenfield put everything on the line for his California-style pizza business.

06/29/2026

Building trust across cultures is less about applying a consistent leadership playbook and more about recognizing how relationships, communication and credibility are established differently in each context.

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500 N Franklin Tpke, Ste 212
Ramsey, NJ
07446

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