Our 8-Step Process
With the goal of creating and sustaining family well-being, the Renaissance Wealth Advisor 8-step process considers Strategic Planning, Investment Management, Risk Management, Tax Management, Family & Estate, Human Development, Social Agenda & Otium.
Our Expertise
While well-armed to deal with the wide variety of needs of affluent families and business executives, we have unique expertise supporting cross-border families and in maximizing the benefits of Health Savings Accounts.
Our Mission is to Create and Sustain your long-term Financial Well-being
We recognize that each client has a unique family logic in considering and making complex financial decisions.
Our RWA 8-step process gives our clients the ability to enjoy today, a retirement without financial worry and a legacy of shared values.
Welcome from our Founders
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
Learn More
Managing the Risk of Outliving Your Money
Steps to help you sustain and grow your retirement savings.
Learn More
Personal Finance Calendar
Use this handy calendar to remember the year’s most important financial dates.
Learn More