A complete list of active advisors currently associated with Renaissance Wealth Management, LLC

Warmer can help you find a great advisor at Renaissance Wealth Management, LLC or one who fits your needs even better.

Renaissance Wealth Management (RWM) provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, managing approximately $49.1 million across about 142 client relationships with a two-advisor team. The firm creates individualized Investment Policy Statements, may employ model portfolios, and conducts regular portfolio monitoring tied to clients’ goals and documented risk tolerances. RWM tailors strategies to client objectives and may adjust allocations — including holding elevated cash positions when management views markets as overvalued — while emphasizing fair allocation of investment opportunities across accounts. Its investment toolkit includes traditional equities, fixed income, ETFs and mutual funds, private/alternative offerings, and trading techniques such as option transactions and other derivatives, which the brochure discloses and frames as carrying additional risks. Noteworthy relative to many peers, RWM’s representatives may also be licensed to sell insurance products and to act as registered representatives of a broker-dealer, and the firm includes insurance products (including annuities) among permissible investments; the brochure discloses these relationships and potential conflicts of interest. The firm also highlights routine discretionary management and explicit use of derivatives and options strategies in client accounts — practices that are less common among similarly sized supported firms.

To learn more about the advisors currently working at Renaissance Wealth Management, 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.