RENEW WEALTH MANAGEMENT LLC

Overview

Renew Wealth Management LLC is an independent registered investment adviser that manages concentrated equity-oriented portfolios for individual and family clients. The firm operates as a capital allocator: it builds discretionary portfolios, provides financial planning, and selects third‑party managers when clients require exposure the firm does not run in‑house. Fee arrangements include percentage of AUM, hourly charges and fixed fees, which supports a mix of advisory and project work beyond ongoing portfolio management. Renew favors equity exposures and uses separately managed accounts and exchange‑traded vehicles as primary building blocks of client portfolios. Advisory services list financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. The adviser does not identify as an active ESG investor and is not set up as a multi‑state adviser, suggesting a more localized client base and regulatory footprint.

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Location & Offices