Year-End Thoughts, Taxes, and Gifting
As we close out 2025, it’s the perfect time to review strategies that can make a big impact on your financial future.
Regency Capital Management – Rational Investing, Fiduciary Excellence
Based in Honolulu and Bainbridge Island, Regency Capital Management provides independent fiduciary wealth management and investment advisory services. We focus on evidence-based portfolios, explicit risk controls, and coordinated planning with your CPA and attorney to support long-term, after-tax growth.
Latest Insights
Year-End Thoughts, Taxes, and Gifting
As we close out 2025, it’s the perfect time to review strategies that can make a big impact on your financial future.
Services
Investment Management
We offer customized portfolio management, including a sensible and simple approach to asset allocation and investment selection: we want to invest in whatever makes good sense. This means quality, liquidity, and value. Most of all, it means a focus on managing risk in its various forms.
Rational Wealth Management
We combine our Investment Management services with helping clients identify their goals and giving them the strategies and tools to raise their odds for success. We engage with clients’ tax and legal professionals and leverage their expertise for clients’ financial and retirement planning. Clients also seek our help in business strategy, tax efficiency, generational wealth transfers, and acquisitions.
Family Office
For certain larger estates, we offer family office services along with wealth management. Services include multi-generational planning, reporting, organization, document management, family governance, financial administration, and other services.
Our Team
Our team of professionals is here to support and enrich lives through steadfast fiduciary values, outstanding talent, and a powerfully rational approach to money and life.
More News & Insights
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Learn why estate planning is essential for protecting your family, assets, and legacy. Discover key documents and how to avoid probate.
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Bringing athlete discipline to investing—insights on markets, technology, and growth to spark learning and conversation at Regency Capital.