Broker Check
Our 8-Step Process

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.

Learn more
Our Expertise

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.

Learn more

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

Helpful Content

Helpful Content

Curated articles, videos, and more for a more financially savvy you.

The Cycle of Investing

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.
Learn More
Grantor Retained Annuity Trusts (GRATs)

Grantor Retained Annuity Trusts (GRATs)

Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.
Learn More
The Five Basics of Financial Literacy

The Five Basics of Financial Literacy

How literate are you when it comes to your finances? Brush up with these five basics.
Learn More

How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."

Have a question or thought?  Renaissance Wealth Advisors is here for you.

Thank you!
Oops!