Privacy Policy

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Regents Wealth Management, LLC (“we,” “us,” or “our”) is committed to protecting the privacy and confidentiality of personal information entrusted to us by clients and visitors to our website.

This Privacy Policy describes how we collect, use, and safeguard information obtained through this website.

Information We Collect

We may collect personal information that you voluntarily provide through this website, including but not limited to:

Name
Email address
Telephone number
Information submitted through contact or inquiry forms

We do not collect personal financial account information through this website.

How We Use Information

Information collected through this website is used solely for the purpose of:

Responding to inquiries
Communicating with individuals who request information
Providing information about our services upon request

We do not sell, rent, or share personal information with unaffiliated third parties for marketing purposes.

Information Security

We take reasonable measures to protect personal information from unauthorized access, use, or disclosure. However, no method of transmission over the internet is completely secure, and we cannot guarantee absolute security.

Cookies and Website Analytics

This website may use standard cookies or analytics tools to collect non-personal information such as browser type, device information, and pages visited. This information is used only to improve website functionality and user experience.

You may adjust your browser settings to refuse cookies if you prefer.

Third-Party Links

This website may contain links to third-party websites. Regents Wealth Management, LLC is not responsible for the privacy practices or content of those websites.

Changes to This Policy

We reserve the right to update this Privacy Policy at any time. Updates will be posted on this page with a revised effective date.

Contact Information

If you have questions regarding this Privacy Policy, please contact:

Regents Wealth Management, LLC
Email: rick@regentswealthmanagement.com
Phone: 740-833-9703

Regents Wealth Management, LLC
Registered Investment Adviser

Effective Date: March 12, 2026

Regents Wealth Management, LLC is an investment adviser registered in the State of Ohio.

Registration does not imply a certain level of skill or training.

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

You can view our Form ADV and Disclosures in the links below.