A complete list of active advisors currently associated with Renaissance Wealth Advisors, LLC
Warmer can help you find a great advisor at Renaissance Wealth Advisors, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Renaissance Wealth Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Newton, MA
| 15
| |
Newton, MA
| 22
|
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