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How does the advisor help clients – Key Takeaways:
RENAISSANCE WEALTH MANAGEMENT, LLC provides clients with expert financial advice and services to help them achieve their financial goals. Some key takeaways regarding how the advisor helps clients are:
- Providing personalized financial planning and investment management services tailored to each client’s unique needs and goals.
- Helping clients navigate the complex world of finance by providing education, guidance, and resources.
- Offering a comprehensive approach that considers all aspects of a client’s financial well-being, including investment management, retirement planning, tax strategy, and estate planning.
- Utilizing cutting-edge technology and tools to effectively manage and monitor clients’ portfolios.
Facts and Insights
Founded in 2005, RENAISSANCE WEALTH MANAGEMENT, LLC has been providing top-notch financial services to clients for over 15 years. The firm is headquartered in New York City and has several branches across the United States. As of 2021, the firm manages over $2 billion in assets under management and has a team of highly qualified advisors dedicated to serving their clients’ needs.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management (USD) | Number of Advisors |
|---|---|---|
| 2005 | $2 billion | 50+ |
Financial Services Offered
RENAISSANCE WEALTH MANAGEMENT, LLC offers a wide range of financial services to help clients achieve financial success. Some of the services offered include:
- Financial planning
- Investment management
- Retirement planning
- Tax advice and planning
- Estate planning
- Education planning
- Insurance solutions
- Wealth transfer strategies
Client Types
The firm’s expertise and wide range of services make it well-equipped to serve a diverse clientele. RENAISSANCE WEALTH MANAGEMENT, LLC works with the following types of clients:
- Individuals and families
- High net worth individuals
- Business owners and executives
- Retirees and pre-retirees
- Trusts and estates
Fees & Compensation
RENAISSANCE WEALTH MANAGEMENT, LLC is a fee-based firm, which means that it charges clients a percentage of assets under management or a flat fee for financial planning services. The firm may also receive commissions from the sale of insurance products. This fee structure ensures that the firm’s interests are aligned with its clients and that it is always working in their best interests.
Background
RENAISSANCE WEALTH MANAGEMENT, LLC was founded by a team of experienced financial advisors with a passion for providing exceptional client service. The firm’s advisors have diverse backgrounds and areas of expertise, allowing them to provide clients with a well-rounded and comprehensive approach to financial planning and investment management.
Financial Advisor Disclosures to Know
As a registered investment advisory firm, RENAISSANCE WEALTH MANAGEMENT, LLC is legally obligated to disclose certain information to clients, including any potential conflicts of interest. These disclosures can be found in the firm’s Form ADV, which is available to the public on the Securities and Exchange Commission’s website.