Renaissance Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Renaissance Wealth Advisors provides comprehensive wealth advisory to individuals, high‑net‑worth clients, trusts, estates and businesses, offering ongoing financial planning and both discretionary and non‑discretionary investment management. The firm reports managing about $110 million across roughly 93 client relationships and includes retirement account guidance as part of its services.
Portfolios are customized using ETFs, mutual funds, individual stocks and bonds, with an investment process that favors a long‑term orientation but allows for shorter‑term trading for rebalancing, tax harvesting or changing client circumstances. The firm combines fundamental, technical and cyclical analysis and supplements its research, portfolio analysis and risk monitoring with third‑party artificial intelligence tools that serve as decision support under human review.
What is distinctive about the firm is its significant non‑U.S. client base and explicit experience addressing cross‑border family planning, including coordinating with tax and legal specialists when needed. It operates as a small, two‑principal advisory team managing institutional‑scale relationships and benefits from an institutional custodian relationship that provides operational and research support.
Client services
Expertise
Fee options
Financial planning fixed ongoing fee ranging from $1,500 to $20,000 annually
up to 0.75% 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® with 22 years of industry experience, currently serving as an advisor at Renaissance Wealth Advisors, LLC since 2019. His previous roles include positions at Fieldstone Financial Management Group, Concert Wealth Management, and Fidelity. Renaissance Wealth Advisors provides comprehensive wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm manages around $110 million across approximately 93 client relationships, using a combination of fundamental, technical, and cyclical analysis along with AI-supported research to customize portfolios that incorporate ETFs, mutual funds, stocks, and bonds. It has a notable focus on cross-border family planning for a significant non-U.S. client base.
Lauris L
Series 63, Series 65
Newton, MA
Renaissance Wealth Advisors, LLC
Lauris Lambergs is a financial advisor at Renaissance Wealth Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Fieldstone Financial Management Group and RayLign Advisory. Since 2019, he has been with Renaissance Wealth Advisors in Newton, MA. Renaissance Wealth Advisors provides comprehensive wealth management services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm manages approximately $110 million across about 93 client relationships, using a long-term oriented investment approach supplemented by fundamental, technical, and cyclical analysis along with AI-supported tools. It has notable experience serving a significant non-U.S. client base and expertise in cross-border family planning.
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