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 prior experience includes roles at Fieldstone Financial Management Group, LLC and Concert Wealth Management, Inc. Loer holds Series 63 and Series 66 licenses. Renaissance Wealth Advisors provides comprehensive wealth advisory services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a primarily long-term investment approach grounded in fundamental analysis, managing approximately $85.4 million in assets as of December 31, 2023.

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.