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 consultants of Renaissance Wealth Management are registered representatives with, and securities offered through, LPL Financial, Member FINRA/SIPC. Investment advice offered through Independent Financial Partners, a registered investment advisor. Independent Financial Partners and Renaissance Wealth Management are not affiliated with LPL Financial.
The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AK, AZ, CA, CO, NY, UT