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
Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
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White Elephant Inheritance
This article deals with how one might deal with a burdensome inheritance.
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Mortgages in Retirement
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
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