Business Details
Trusted Financial Advisers in Ramsey, NJ
Regency Wealth Management is a fee-only fiduciary firm dedicated to providing personalized financial planning and investment advisory services. Our team of CFA and CFP professionals oversees $500M+ in assets while maintaining a boutique-level client experience. We employ a collaborative team approach, combining individual expertise with synergistic strategies to address complex financial needs. Our proprietary investment methodology focuses on quality equities and diversified portfolios tailored to client risk profiles. With a commitment to transparency and integrity, we integrate tax, estate, and philanthropy planning into holistic wealth management solutions.Our technology-driven platform offers real-time portfolio access and advanced risk assessment tools. We serve individuals, families, and institutions with a focus on multi-generational wealth preservation. Our advisors hold prestigious certifications including CFA, CFP, AEP, CMFC, and AAMS. We maintain custody partnerships with Fidelity Investments for asset security and privacy protection. Our community involvement spans 250+ charitable organizations, reflecting our values-driven approach to wealth management.
Services
Financial Planning
Investment Advisory
Retirement Planning
Estate Preservation
Values-Based Investing
Institutional Services
Tax Planning
Risk Management
Portfolio Management
Wealth Transfer
Highlights and features
- We maintain a 100% fiduciary responsibility to clients with no product commissions
- Our team holds elite industry certifications including CFA and CFP designations
- We employ proprietary investment methodologies like Quality at a Discount (QuaD)
- Our collaborative team approach ensures multiple experts manage each client relationship
- We safeguard assets through Fidelity Investments with enhanced SIPC coverage
Associations and certifications
- CFA
- CFP
- AEP
- CMFC
- AAMS
What people say
Personalized service
Expertise
Successful outcomes
Transparent communication
Proactive guidance
Services
Financial Planning
Our comprehensive financial planning service creates customized strategies for wealth accumulation and preservation. We analyze cash flow, tax positions, and risk management needs to develop integrated plans. Our proprietary software provides real-time dashboard access for tracking progress toward goals like retirement, education funding, and estate planning.
Investment Advisory
We offer discretionary investment management with a focus on large-cap equities and diversified portfolios. Our proprietary Quality at a Discount methodology identifies undervalued market leaders. We combine individual securities with mutual funds and ETFs to create risk-appropriate allocations aligned with client objectives.
Retirement Planning
Our retirement specialists develop sustainable income strategies for pre- and post-retirement clients. We model various market scenarios to ensure portfolio longevity while addressing tax efficiency and healthcare cost projections. The planning process includes Social Security optimization and required minimum distribution strategies.
Estate Preservation
We create customized estate plans that minimize tax liabilities while fulfilling philanthropic goals. Our services include trust structuring, beneficiary designations, and multi-generational wealth transfer strategies. We coordinate with legal and tax professionals to implement comprehensive succession plans.
Institutional Services
We provide tailored investment solutions for non-profits, foundations, and pension funds. Our approach balances growth objectives with spending requirements while maintaining alignment with organizational values. We offer trustee advisory services and customized reporting for institutional clients.
People
Timothy G. Parker
Managing Partner & CEO
CFA charterholder and AEP designee with 25+ years of wealth management experience. Leads investment strategy and firm operations while maintaining active client relationships. Regularly contributes to financial publications and industry panels.
Bryan D. Kabot
Managing Partner & COO
Certified Financial Planner with CFP and AAMS credentials. Oversees daily operations and client service standards. Specializes in retirement income planning and tax-efficient investment strategies for high-net-worth individuals.
Mark D. Reitsma
Managing Partner & CCO
CFP and CMFC professional with expertise in compliance and risk management. Develops estate planning strategies and leads client acquisition initiatives. Active in community financial literacy programs and local charity boards.
Mark M. Andraos
Partner & Wealth Advisor
Dual CFA and CFP credential holder advising ultra-high-net-worth families. Specializes in complex portfolio construction and intergenerational wealth transfer. Serves on multiple non-profit investment committees.
Andrew M. Aran
Partner & Director of New Business
CFA charterholder with MBA in institutional investment strategies. Manages relationships with endowments and foundations. Previously worked in corporate finance before transitioning to wealth management. Active in financial education outreach.
Questions
What services does Regency Wealth Management offer?
We provide comprehensive financial planning, investment advisory services, retirement planning, estate preservation strategies, and institutional investment management tailored to individual and organizational needs.
How does Regency's team approach benefit clients?
Our collaborative model combines multiple experts' insights on each client relationship, ensuring comprehensive solutions that leverage diverse specialties while maintaining consistent service quality.
What makes Regency different from other financial advisors?
We are 100% fee-only fiduciaries with no product commissions, maintaining complete objectivity. Our team holds elite CFA and CFP credentials with proprietary investment methodologies.
How are investment portfolios managed?
Portfolios use our Quality at a Discount methodology for equities, combined with精选 fixed income and alternative investments. We employ continuous monitoring and quarterly rebalancing based on market conditions.
How are client assets protected?
All client assets are held at Fidelity Investments with enhanced insurance coverage beyond standard SIPC protection, ensuring maximum security and transparency for our clients' investments.
What community involvement does Regency have?
We actively support 250+ local charities and non-profits through sponsorships, board memberships, and volunteer initiatives, reflecting our commitment to community enrichment and service.
