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.

10/07/2026

VC money may be piling up at the top, but the startups built to last will be the ones that test cheaply, pivot quickly and scale only what the market has already proven.

Headlines change, but many of the underlying questions for investors remain the same.In our Third Quarter 2026 Investmen...
10/06/2026

Headlines change, but many of the underlying questions for investors remain the same.

In our Third Quarter 2026 Investment Review, we examine the growing U.S. national debt, elevated long term interest rates, and the latest market activity, while sharing why we remain focused on fundamentals, diversification, and disciplined risk management.

Read the full Third Quarter Investment Review at the link in the comments.

10/05/2026

As bond yields reach 19-year highs, markets are wondering whether this is the new normal—thus cementing higher borrowing costs for consumers and businesses for years to come.

We’re pleased to welcome Christa Cicchetti to Regency Wealth Management as a Client Service Specialist!Christa brings mo...
10/01/2026

We’re pleased to welcome Christa Cicchetti to Regency Wealth Management as a Client Service Specialist!

Christa brings more than 25 years of experience in the financial services industry and a strong background in client service. In her new role, she will support our advisors and clients as we continue providing the responsive, personalized service that is central to Regency’s mission.

Please join us in welcoming Christa to the Regency team!

09/30/2026

A new worker survey shows that income is not keeping up with affordability. Extreme expense reduction can help.

09/28/2026

One family is fighting a $736 million gift tax bill on its GRATs while the popular trusts proliferate.

09/23/2026

A three-year-old car used to be the sweet spot for buying used cars, since they have passed the peak of depreciation. But they now average about $33,000.

09/21/2026

With AI, small businesses can scale into hundreds of millions of dollars of value.

09/16/2026

Compare tuition and fees at the flagship public university in every state, along with average room-and-board costs.

09/14/2026

Tariff refunds and the ever-resilient U.S. consumer are fueling the heftiest rise in big-company profits in years

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500 N Franklin Tpke, Ste 212
Ramsey, NJ
07446

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