The Renaissance Group

Overview

The Renaissance Group is organized as a limited liability company operating as an independent registered investment adviser in California. Ownership is held by an individual and the firm concentrates on serving individual and family clients through financial planning services delivered on an hourly fee basis. The firm identifies itself as a capital allocator, which indicates it directs client capital to external managers or third‑party vehicles as part of its solutions. The business profile shows a narrow advisory focus: financial planning is the stated activity, the firm does not position itself as an ESG investor, and it is not described as a multi‑state or pension consultant adviser. An industry affiliation with accounting professionals is noted, suggesting close coordination with tax and accounting advisors in client engagements.

Assets & Accounts

Investments & Alternatives

Location & Offices