Regency Wealth Management

Regency Wealth Management, a Registered Investment Adviser, was established in 2004 as Hudson Capital Management LLC. The firm's principal owners are Timothy Parker, CFA, Mark Reitsma, CFP®, and Bryan Kabot, CFP®. Regency specializes in providing Wealth Management Services to clients with investible assets exceeding $1,000,000. The firm offers Investment Advisory Services on a discretionary basis, creating personalized investment portfolios based on client needs and objectives. Additionally, Regency provides Financial Planning Services, offering advice on various financial aspects such as tax planning, retirement strategies, and investment alternatives. The firm's investment strategies include fundamental and technical analysis, focusing on long-term purchases supplemented by short-term sales and trading. Regency charges an annual fee based on a percentage of assets under management, with a minimum annual fee of $11,000 for Wealth Management and Investment Advisory clients. The firm does not charge performance-based fees and acts as a Fee-Only advisory firm. Regency does not vote proxies on behalf of clients and does not have any disciplinary actions on record. Clients are encouraged to review and update information periodically to ensure alignment with their financial goals and objectives.