Disclosures

Regents Wealth Management, LLC is a state-registered investment adviser located in Ohio. Registration does not imply a certain level of skill or training.

The information provided on this website is for informational purposes only and should not be construed as personalized investment advice or a recommendation to buy or sell any security or investment strategy. Any references to advisory services are made in a general manner and do not take into account the specific investment objectives, financial situation, or needs of any individual.

Advisory services are offered only in jurisdictions where Regents Wealth Management, LLC is properly registered or where an exemption from registration is available.

Investing involves risk, including the potential loss of principal. Past performance is not indicative of future results.

The information contained on this website is believed to be from reliable sources; however, Regents Wealth Management, LLC does not warrant or guarantee the accuracy or completeness of any information presented. All information and ideas provided should be discussed in detail with a qualified financial adviser, accountant, or legal professional prior to implementation.

Additional information about Regents Wealth Management, LLC, including the Firm’s services, fees, and business practices, is available in the Firm’s Form ADV disclosure brochure. The Form ADV is available upon request and may also be obtained through the Investment Adviser Public Disclosure website at: https://www.adviserinfo.sec.gov

In certain circumstances, implementation of financial planning or income strategies may involve insurance-based solutions such as annuities. Insurance products are offered through a separate insurance business and are not offered through Regents Wealth Management, LLC. The Firm does not charge advisory fees on assets held within insurance products.