Renaissance Wealth Management, LLC

Overview

Renaissance Wealth Management, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves both individual & family and institutional clients, offering financial planning and portfolio management focused on individuals and small businesses. It also operates as an insurance broker, and charges clients via a mix of asset-based fees, hourly rates, and fixed-fee arrangements. The adviser does not present itself as an ESG investor, is not a multi-state adviser, and does not act as a capital allocator—its investment activity relies on external managers and third-party products.

Assets & Accounts

Investments & Alternatives