New York, NY Office

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.