Renaissance Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Renaissance Wealth Advisors (RWA) provides comprehensive wealth advisory services to individuals—including high net worth clients—along with trusts, estates and businesses. The two-advisor firm offers ongoing financial planning and customized investment management on both discretionary and non‑discretionary bases.
The firm’s investment process is primarily long‑term and fundamentals‑driven, supplemented by technical and cyclical analysis, and portfolios are built from ETFs, mutual funds, individual stocks and bonds while occasionally retaining legacy positions for tax or portfolio‑fit reasons. RWA uses third‑party artificial intelligence tools to support investment research, portfolio analysis and risk monitoring, with all recommendations subject to human review.
RWA is distinguished by a meaningful non‑U.S. client base and explicit planning services for cross‑border families, including coordinated referrals to tax and legal specialists when appropriate. The firm recently transitioned to SEC registration, operates with an institutional custody platform relationship, and manages roughly $110 million in client assets across a small advisory team.
Client services
Expertise
Fee options
Up to 0.75% annually
Fee-only: Fixed ongoing financial planning fee ranging from $1,500 to $20,000 annually
Main office
275 Grove Street, Suite 2 400
Newton MA 02466
Advisors at this office
2
Most active in
Massachusetts · New Hampshire
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Jonathan L
CFP®, Series 63, Series 66
Newton, MA
Renaissance Wealth Advisors, LLC
Jonathan Loer is a CFP® professional with 22 years of industry experience, currently serving as an advisor at Renaissance Wealth Advisors, LLC since 2019. Prior to this, he worked at Fieldstone Financial Management Group, LLC from 2016 to 2018. Renaissance Wealth Advisors provides comprehensive wealth advisory services to individuals, trusts, estates, and businesses, focusing on long-term, fundamentals-driven investment strategies supplemented by technical and cyclical analysis. The firm serves a meaningful non-U.S. client base and offers explicit planning for cross-border families.
Lauris L
Series 63, Series 65
Newton, MA
Renaissance Wealth Advisors, LLC
Lauris Lambergs is a financial advisor at Renaissance Wealth Advisors, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Fieldstone Financial Management Group and RayLign Advisory. Renaissance Wealth Advisors provides comprehensive wealth advisory services to individuals, high-net-worth clients, trusts, estates, and businesses, offering both discretionary and non-discretionary portfolio management alongside ongoing financial planning. The firm employs a primarily long-term investment process based on fundamental analysis and serves a notable international client base through an affiliated advisory presence in Baltic markets.
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