Raleigh, NC Office

Renaissance Wealth Management serves individual and high‑net‑worth clients with ongoing, discretionary portfolio management and comprehensive financial planning. The firm advises across a range of instruments—mutual funds, equities, ETFs, fixed income, non‑U.S. securities and insurance products (including annuities)—and documents client objectives in individualized investment policy statements.

Renaissance typically builds tailored plans and model portfolios, asks for discretionary trading authority, and conducts regular account reviews; it employs fundamental and technical analysis and modern portfolio theory in its process. Its stated toolkit includes alternatives and explicit use of derivatives and options (including within separately managed accounts) and the firm may materially adjust cash allocations in response to perceived market overvaluation.

Noteworthy relative to peers, RWM discloses that some investment adviser representatives are also insurance agents and registered broker‑dealer representatives, creating potential for third‑party compensation on insurance or brokerage transactions that the firm documents and discloses. The firm operates with a small advisory team managing accounts on a discretionary basis and makes available private investment structures when appropriate.