Regency Wealth Management delivers a full range of financial services to individuals, families, and institutions. We help you meet present needs and safeguard your future security with carefully crafted financial plans, investment strategies, and portfolio oversight. Our consultative team approach assures that trustworthy advice and personal service will always be available.
Your individual investment needs are important to us. You've worked hard, made sacrifices, and have made some tough choices. You deserve more than a cookie cutter solution. You deserve a team that understands you and what you need. When you call or meet with us, you're talking to one of the principals of the company.
Your individual investment needs are important to us. You've worked hard, made sacrifices, and have made some tough choices. You deserve more than a cookie cutter solution. You deserve a team that understands you and what you need. When you call or meet with us, you're talking to one of the principals of the company.
Services
Regency treats institutional clients with the same care and expertise as we do our private wealth management clients. We analyze the institution's needs, goals, funding sources, and growth potential recognizing that sound financial management must be consonant with institutional principles.
Pensions, Endowments, Charitable Trusts, Foundations, Donor Advised Funds and other not-for-profits all receive customized attention and care in seeking reasonable growth and capital preservation.We take this responsibility very seriously. Our team members serve as Trustees and Board members in numerous religious, charitable, and educational institutions and can bring that expertise to bear.
Pensions, Endowments, Charitable Trusts, Foundations, Donor Advised Funds and other not-for-profits all receive customized attention and care in seeking reasonable growth and capital preservation.We take this responsibility very seriously. Our team members serve as Trustees and Board members in numerous religious, charitable, and educational institutions and can bring that expertise to bear.
In our Investment Advisory capacity, Regency Wealth Management is dedicated to the ongoing formulation, execution, rebalancing, and delivery of appropriate investment solutions designed to achieve your financial goals. After we conduct the discovery and review analysis clarifying your objectives, resources, and risk horizons, we construct an Investment Policy Statement (described below).
Regency team members and their families are active within our communities sharing our time and resources to benefit others. We serve as Trustees and Board members in numerous religious, charitable, and educational institutions because we want to make a difference. Giving of ourselves as volunteers blesses us as much as we bless others.
You've worked hard to provide financial stability for yourself and your family; you may be uncertain if it is enough or you may need help managing your wealth. Alternatively, you've inherited an estate from a loved one and want to manage it thoughtfully. Both scenarios demand careful planning. Relying on knowledgeable, trustworthy wealth management experts can bring excellent results and peace of mind.
These are qualities you expect in your financial advisors-indeed, qualities that are absolutely essential. Certainly, you expect your advisors to be highly ethical as well as highly competent. You also need to trust them as principled, caring people who truly have your interests at heart, people who understand your needs and goals, people who will explain your options clearly and transparently.
Reviews
Be the first to review Reitsma Financial Group.
Write a Review
