Renaissance Wealth Management

With the overwhelming number of financial products available today, you need a trusted advisor that can provide unbiased recommendations and impartial guidance. As an independent financial services firm, you can be assured that our advisors will be objective with a focus on your best interests as we work to achieve your goals. Contact one of our advisors today and let us put our experience and expertise to work for you.

Videos

Check out our latest videos on a variety of financial topics.

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What is your risk profile?

Clients can complete the online risk questionnaire to gain insights into their risk vs reward profile.

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Calculators

You can review interesting calculators on my site.

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Newsletters

Beneficiary Designations: Who Gets the Money?

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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HOT TOPIC: Mining Maelstrom: Why Rare Earths Are Making Headlines

Explains importance of rare-earth minerals and their role in technology and security.

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HOT TOPIC: Will Tax Law Changes Impact Your Giving Strategy?

Explains how future tax rules may impact deductibility of charitable donations.

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Life Insurance Might Help During Turbulent Economic Times

Suggests considering life insurance for stability during uncertain markets.

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Calculators

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Car Affordability

How much can you afford to pay for a car?

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

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