Private Wealth Management

We want to engage our clients in every aspect of their financial lives. From portfolio management to retirement income strategies, from insurance solutions to estate planning and wealth transfer, we want to be the first and only logical choice for our client’s financial needs. We work along side our clients other service professionals such as their CPA, Trust Attorney and even their property casualty insurance agent to ensure all aspects of their financial lives are looked after.

We offer the following services to individual investors:

• Financial Planning Strategies

  Nothing is more important to your financial future than the development of a sound financial plan. The old saying “if you fail to plan, you plan to fail” never rung more true than in this particular instance. The financial planners at Renaissance Wealth Management can help you create a plan you can stick with and weather the storms of the financial markets. This gives you the ability to ignore the noise and focus on your goals.

• Portfolio Management

  We assist clients in managing their investment assets in a variety of ways; like the ability to work with brokerage related products when those types of investments are the right fit for the client. Conversely we are also Investment Advisor Representatives giving us the ability to manage client assets for a management fee. This investment style helps to align the advisors interest with that of the client and may help remove conflicts of interest inherent in brokerage investing. No one investment is type right for every client. By having the ability to do business how the CLIENT wants, we can be more accommodating to your needs.

• Retirement Income Strategies

  We are seasoned professionals in helping clients turn the money they spent their whole life saving into an income stream for their retirement years. There are a variety of ways to generate income from laddered fixed income securities to fixed annuities to dividend paying equities and option strategies. We take the time to get to know what YOU need in order to develop the plan that makes the most sense for you. Retirement income is not a one size fits all issue. Income strategies are like fingerprints and often times are as diverse as the clients who use them.

• Insurance Solutions

  We work with dozens of the largest insurance carriers in the industry to provide insurance solutions to help our clients manage their insurance needs. From life insurance to long-term care to disability insurance, we can help you develop a plan that will meet your insurance needs.

• Estate Management

  Our advisors are skilled in the many strategies used by todays CPA’s and Trust Attorneys to transfer wealth to the next generation. We work with some of the areas most trusted advisors to develop plans to assist our clients in transferring their estates to their heirs in the most efficient ways possible.