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Giving Back

Socially Conscious

"An attitude of sensitivity toward and sense of responsibility regarding injustice and problems in society"

Wealth Managers, LLC is a socially conscious investment firm. We believe it is our obligation and duty to give back, not only to our local communities but to society in general: to help women, men and children in need.

We also believe that the key to our success as an organization is giving back to others. Therefore we practice the “Golden Rule”. If you would like more information about the organizations we support, please contact us.

Working with our clients to change the world

Beginning in January 2016, Wealth Managers, LLC began donating an animal in the name of every new client.

Chickens, goats, turkeys help provide vital nutrition and needed income to families in third-world nations.We have seen first hand how life-changing a project like this can be. Together we can help change the world! Thank you for being part of the change.

Charities We Support:




  • Focus on the Family
  • Leadership Institute
  • Estero Rotary Foundation
  • Good Shepherd Ministries -India
  • Estero Forever Foundation (Hurricane Ian Relief)
  • Convoy of Hope Hurricane Dorian relief to the Bahamas
  • Africa New Life
  • Luis Palau Evangelistic Association
  • Young Life New Haven
  • Zion Bible College
  • Fishers of Men/ Haiti
  • Life’s Mission Feeding Outreach
  • World Vision
  • Mark Anthony Casella Education Fund
  • Italian Youth Foundation (IYF)
  • Bread of Heaven Ministries
  • Sickle Cell Diseases Assoc of America
  • Life Outreach International
  • Save the Children/ Pakistani flood relief
  • All Nations School - New Haven, CT
  • Pregnancy Resource Center of Southwest Florida
  • New Haven Help Alliance
  • Millennium Promise Organization
  • Harry Chapin Food Bank
  • Immokalee Pregnancy Center
  • Dayspring International
  • Dareth Ly (Missionary to Cambodia)

“Think of giving not as a duty but as a privilege.”
-John D. Rockefeller


PLEASE NOTE:  The charitable entities and/or fundraising opportunities described herein are not endorsed by or affiliated with Regal Financial Group or its affiliates.  Our philanthropic interests are personal to us and are not reviewed, sponsored or approved by Regal Financial Group.