Case Studies
Our clients have unique backgrounds and include small business owners, career changers, pre-retirees, and retirees. Renaissance Wealth Advisors' diverse client base has prepared us to handle financial scenarios based on each client's needs, hopes, and desires. Two particular areas of RWA expertise include navigating the complexities of collegiate Name, Image & Likeness ("NIL") as well as working with cross-border families.
Cross Border Families
One of our Co-founders, Lauris, has extensive international experience, having lived, studied and worked in multiple countries across the globe. Therefore, part of RWA’s expertise is assisting “cross-border families”, or families that have financial roots in both the United States and elsewhere across the globe. In a post-Covid world and with modern technology creating more workplace flexibility, it is becoming increasingly commonplace for families to have deep financial connections outside of the United States.
Cross-border clients represent a wide variety of ages, nationalities, customs, backgrounds and stories. We use our deep expertise in this area to allow you to better prepare for the variety of tax, real estate, investment and other financial laws and regulations. While Renaissance Wealth Advisors® does not provide formal tax or legal advice, we bring specialist accountants, attorneys and other experts to be part of the team working on your behalf.
Name Image & Likeness ("NIL")
Co-founder Jonathan Loer is taking his personal experience with his own son, a high-performing Division 1 basketball player, to combine with his long-standing professional financial expertise to guide exceptional college athletes through the complexities of managing Name, Image, and Likeness (NIL) compensation. With his expertise as a Certified Financial Planner™ Jonathan helps student-athletes not only navigate the unique challenges of balancing sudden income with long-term financial planning but also develop disciplined strategies for saving, investing, and protecting their earnings. He understands that NIL compensation brings both opportunities and responsibilities, and he works closely with these athletes and their parents to build customized plans that account for taxes, short-term needs, and long-term wealth creation.
By offering education, structure, and clarity, Jonathan empowers athletes to maximize their NIL opportunities while laying a solid financial foundation for life beyond collegiate sports.