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Regency Wealth Management logo — Wealth management boutique dedicated to high net worth inves...

Regency Wealth Management

Wealth management boutique dedicated to high net worth investors, families, trusts, businesses, and nonprofits

Founded 2004 United States Ramsey, United States 11 employees Finance, Financial Services

General Information

Company Name Regency Wealth Management
Founded Year 2004
Location United States Ramsey, United States
Employees 11
Industries Finance, Financial Services
Social

BounceWatch is an independent company data service, not affiliated with Regency Wealth Management. To contact Regency Wealth Management, visit regencywealth.com.

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About 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.

Business keywords: Wealth management, High net worth investors, Financial planning, Trusts, Investments, Nonprofits, Community sponsorships, Business owners, Executives, Retirees, Families, Endowments, Financial goals, Asset management, Boutique

No funding data available for Regency Wealth Management yet.

Regency Wealth Management Alternatives & Competitors

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Regency Wealth Management vs
Sebold Capital Management, Inc.
Sebold Capital Management, Inc. United States

Fee-only wealth management firm providing family office level planning and service to high net-worth...

8 employees
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Regency Wealth Management vs
Fridman Wealth Partners
Fridman Wealth Partners United Kingdom

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Regency Wealth Management vs
DCP Client Partner AG
DCP Client Partner AG Switzerland

Swiss Income Specialists & Value for Generations

19 employees
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FAQ About Regency Wealth Management

Wealth management boutique dedicated to high net worth investors, families, trusts, businesses, and nonprofits
Regency Wealth Management was founded in 2004.
Regency Wealth Management is headquartered in Ramsey, United States.
Regency Wealth Management operates in Finance and Financial Services. Its work centres on Wealth management, High net worth investors, Financial planning and Trusts.
Regency Wealth Management has approximately 11 employees.
Top alternatives and competitors to Regency Wealth Management include Sebold Capital Management, Inc., Fridman Wealth Partners, DCP Client Partner AG, Capital Wealth Planning, LLC, LINVO AG - Life Investment Office. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Regency Wealth Management and Sebold Capital Management, Inc. are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for Regency Wealth Management, https://bouncewatch.com/company/regency-wealth-management, updated 21 October 2024. When citing, please name BounceWatch and link this page.

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