OUR HISTORY

In 1986, Regency group of companies was established in response to an increasing demand for comprehensive wealth management services. An all-inclusive, yet individually tailored, program- one that seamlessly integrates tax management, estate planning, investment management and asset protection.

With this concept in mind, a little over 30 years ago an elite group of nationally-recognized Tax attorneys, CPAs and asset managers realized that they could provide superior services for their clients if they coordinated their mutual clients.

With the dedication of those distinguished professionals, the Legacy group of companies was born. Over the years, we have been honored to have helped thousands of families with their wealth management needs.