Renew Family Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$97,261,951
Clients
78
Advisors
5
across 2 offices
About
Renew Family Wealth provides financial planning, discretionary portfolio management, and pension/401(k) plan consulting to individuals, high-net-worth clients, trusts, estates, retirement plans, and business entities. The firm also offers plan-level services such as investment lineup selection, development or review of investment policy statements, participant education, and can act as an ERISA fiduciary (including 3(21)/3(38) services) when engaged by employer-sponsored plans.
The firm typically delivers tailored investment advice on a discretionary basis with ongoing monitoring and rebalancing, and uses a mix of analytic approaches (fundamental, technical, cyclical) and both long- and short-term strategies, including options and margin trading where appropriate. For certain mandates it may engage sub‑advisers or third-party model portfolios — including managers that focus on private equity, private credit, hedge funds, or other alternative strategies — to implement portions of client allocations.
Distinctive features disclosed in the brochure include an affiliated insurance agency (633 Holdings LLC) and advisors who may receive commission-based compensation for insurance sales and, in some cases, securities transactions through Third Seven Capital, which the firm identifies as a potential conflict of interest. The brochure also notes that the firm includes cash and margin balances when calculating assets under management for fees and that a principal is a licensed real estate agent who may transact with advisory clients, items clients should weigh when evaluating the relationship.
Client services
Expertise
Occupation focus
Fee options
Fixed fees range from $1,500 to $5,000 for financial planning and consulting services.
$0 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $4,000,000: 0.85% $4,000,001 - $6,000,000: 0.75% $6,000,001 - $10,000,000: 0.65% $10,000,001+: 0.55%
Commissions are earned through affiliated insurance services and securities sales via Third Seven Capital; separate and distinct from advisory fees.
Hourly fees range between $150 and $250 per hour for financial planning and consulting services.
Account minimum: $500,000 Minimum fee: Fixed fees range from $1,500 to $5,000 for financial planning and consulting services.
Main office
See office1 S. Coastal Way, Unit 104
Jupiter FL 33477
Advisors at this office
4
Offices (2)
Most active in
Florida · Louisiana · New York · Texas
Also doing business as
Renew Family Wealth · Renew Family Wealth LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Paul C
Series 63, Series 65
Jupiter, FL
Renew Family Wealth
Paul Casey is a financial advisor with Renew Family Wealth in Jupiter, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles at Third Seven Capital, Green Vista Capital, SICA Wealth Management, and Circle Squared Alternative Investments. Outside of advisory work, he is involved with Refuge Investments LLC, which assists in acquiring multi-family distressed properties, and maintains an interest in a consulting firm through Cornerstone Capital Advisors Group LLC. Renew Family Wealth provides financial planning, discretionary portfolio management, and pension/401(k) plan consulting for individuals, high-net-worth clients, trusts, estates, retirement plans, and businesses. The firm delivers tailored investment advice using a variety of analytic approaches and strategies, including the use of sub-advisers for alternative investments and specialized plan-level services such as investment policy development and participant education.
Hayden D
Series 65
Jupiter, FL
Renew Family Wealth
Hayden Dawes is a financial advisor at Renew Family Wealth with a Series 65 credential and nine years of industry experience. He has worked at several firms, including Appfiles Inc and Capital Market Strategies LLC, and is involved in real estate as a licensed agent with Crossroads Real Estate Co. Additionally, he manages an affiliated insurance agency, 633 Holdings LLC. Renew Family Wealth provides financial planning, discretionary portfolio management, and pension/401(k) plan consulting to individuals, high-net-worth clients, trusts, estates, retirement plans, and business entities. The firm employs a mix of analytic approaches and investment strategies, offering tailored advice and, where appropriate, engaging sub-advisers or alternative investment managers to implement client allocations.
Drew C
Series 65
Jupiter, FL
Renew Family Wealth
Drew Chiurato is an advisor with Renew Family Wealth in Jupiter, FL, holding a Series 65 designation. He has no prior industry experience and has worked outside the financial sector at Evo Italian and Whits Frozen Custard. He is completing a long-term period as a full-time student. Renew Family Wealth provides financial planning, discretionary portfolio management, and pension/401(k) consulting to a range of clients including individuals, high-net-worth clients, trusts, estates, retirement plans, and business entities. The firm offers customized investment advice using multiple analytical approaches and can engage sub-advisers or third-party models to implement client strategies.
Scott M
Series 63, Series 66
Jupiter, FL
Renew Family Wealth
Scott Miller is a financial advisor with Renew Family Wealth in Jupiter, FL, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior roles include positions at Charles Schwab & Co. and Schwab Bank. He is also involved in managing 633 Holdings LLC, an insurance agency. Renew Family Wealth provides financial planning, discretionary portfolio management, and pension consulting services to individuals, high-net-worth clients, trusts, estates, retirement plans, and business entities. The firm offers tailored investment advice using a mix of fundamental, technical, and cyclical approaches, with the ability to incorporate alternative strategies and third-party managers.
Peter M
Series 63, Series 66
New York, NY
Renew Family Wealth
Peter Mcglynn is a financial advisor at Renew Family Wealth with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Mcglynn Advisors and Third Seven Capital, where he also serves as a registered representative. Renew Family Wealth provides financial planning, discretionary portfolio management, and pension/401(k) plan consulting to individuals, high-net-worth clients, trusts, estates, retirement plans, and business entities. The firm delivers tailored investment advice using a combination of fundamental, technical, and cyclical analysis, and may engage sub-advisers or third-party managers for alternative strategies.
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