OUR FIRM 

Renaissance Wealth Management is an independent financial services firm providing a full range of financial products and services. We believe that tax planning, retirement planning, and estate conservation should be top priorities for individuals and families of all ages and income ranges. Further, it is our belief that your financial success becomes more certain where each of these areas is working together in a comprehensive financial plan. 

 

Whether your focus is on wealth accumulation and growth or if you are concerned with navigating retirement and a tax-efficient distribution of your estate, our advisors have the experience and expertise required to to help you in every stage of life. 

 

 

OUR PURPOSE

To help our clients achieve their life goals by using our professional knowledge and experience to assist them in making appropriate financial decisions.

To serve as the primary financial advisor for our clients, with an emphasis on trust and the development of a long-term relationship.

To be recognized not only as a a premier financial services firm, but also as a highly regarded member of the community.

OUR CORE VALUES

Place our clients' interests first.

Act with honesty and integrity at all times and in all places, regardless of the outcome.

Maintain our independence as advisors as it relates to products and services.

Remain informed and relevant with regard to investment management principles and financial planning concepts through a commitment to continuing education.