A complete list of active advisors currently associated with Renew Family Wealth

Warmer can help you find a great advisor at Renew Family Wealth or one who fits your needs even better.

Renew Family Wealth serves individuals (including high-net-worth clients), trusts, estates, pension and profit-sharing plans, and small business entities, offering financial planning, discretionary portfolio management, and pension/401(k) consulting services such as investment lineup selection, IPS development, participant education, and plan asset management. The firm operates as a small advisory team with roughly four advisors and manages about $100 million in client assets across a modest client base. The firm generally manages accounts on a discretionary basis with continuous monitoring and periodic rebalancing and tailors asset allocation to clients’ stated objectives. Its investment program permits a wide range of securities and strategies — from long-term equity and fixed-income holdings to trading, options, margin, short sales, structured notes, cryptocurrencies, leveraged/inverse and buffer ETFs — and it may engage third‑party sub‑advisers for allocations to alternatives such as private equity, private credit, and hedge funds. Compared with many peers, Renew Family Wealth combines a relatively compact team and asset base with institutional-style pension consulting and ERISA fiduciary services and the use of outside sub‑advisers for alternative investments. The firm also has affiliated business activities that may present conflicts of interest — an affiliated insurance agency whose principals spend a meaningful portion of their time on commissionable insurance sales, dual registration of some advisors with a broker‑dealer (including the firm’s partner relationship), and one principal’s outside real estate activity — all of which are disclosed in the firm’s brochure and may be relevant to prospective clients.

To learn more about the advisors currently working at Renew Family Wealth, 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.