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 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.
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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