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We believe having an overall financial plan with frequent reviews is important for your personal financial well being. As lives change, often so do financial needs. Regency Wealth Management and our team of financial service professionals available through LPL Financial are experienced, committed to a high level of client service, and focused on helping each client work towards their individual goals.




re·gen·cy  /ˈrējənsē/
A group of individuals who are given fiduciary responsibility to rule in the absence of a monarch. Usually regents are appointed when the monarch is absent due to battle, travel, disability, or in the case of a premature death, they are given authority to make decisions for an heir who is too young to bear the responsibilities of ruling. The rule of a regent or regents is called a regency.

 


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Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Sequoia Wealth Management LLC, a Registered Investment Advisor. Sequoia Wealth Management and Regency Wealth Management are separate entities from LPL Financial.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: Alabama, Arizona, California, Minnesota, New York, Oregon, South Carolina, Texas, Virginia, Washington and Wisconsin.  No information provided on this site is intended to constitute an offer to sell or a solicitation of any offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under securities laws of such jurisdiction.

 

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