RENAISSANCE WEALTH MANAGEMENT, LLC

Overview

Renaissance Wealth Management, LLC is an independent, owner-operated RIA that focuses on financial planning and discretionary portfolio management for individuals, families and small businesses. The firm blends traditional mutual fund-based portfolios with selective allocations to alternative strategies — primarily private equity, hedge funds and real estate — and also acts as an insurance broker, using annuities where appropriate. Fee arrangements are flexible (percentage of AUM, hourly and fixed fees), and the adviser reports no active ESG investing program. Renaissance positions itself as a hands-on manager for a relatively concentrated client base rather than as a broad capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices