In today’s ever-evolving financial landscape, securing your financial future is more crucial than ever. Whether planning for retirement, investing wisely, or managing assets, having a trusted partner to guide you can make all the difference. That’s where Regency Wealth Management comes in. As the longest-standing business in the RiverHeath Community, they’ve built a legacy of trust, expertise, and personalized service that has helped countless community members achieve their financial goals.
Regency Wealth Management’s experienced team of financial advisors provides comprehensive services designed to meet a diverse range of needs, from retirement planning and investment strategies to estate analysis and charitable giving.
Located along the Fox River, Regency Wealth has a passion for the RiverHeath community. John Kosmer, the Managing Partner shares, “We have well-established roots in Appleton and intend to be at RiverHeath for many years to come. With the new construction, green building practices, and riverfront location, it reinforces our commitment to effective management of client resources as well as our comprehensive approach to wealth management.” As a Retirement Income Certified Professional designee, John is trained to understand how to structure effective retirement income plans, mitigate risks to the plan, and create a sustainable stream of income to last throughout a client’s retirement years.
As a part of the RiverHeath Resident Rewards program, residents can enjoy exclusive offers from Regency Wealth. RiverHeath residents receive a free 90-minute consultation and can access their complimentary online wealth management tools. Discover how Regency Wealth’s expertise can guide you toward financial security and peace of mind. Why not take it a step further and consider living in the RiverHeath community? Enjoy exclusive rewards and benefits while being part of a vibrant, supportive neighborhood.
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