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Welcome to Renaissance Wealth Advisors®!

We are inspired to help you create and sustain long-term financial well-being. 

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Strategic Plan

"If you fail to plan, you are planning to fail." 
~ Benjamin Franklin

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Investments

"Compound Interest is the eighth wonder of the world."
~Albert Einstein

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Family

"Other things may change us, but we start and end with the Family."
~Anthony Brandt

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Otium

The Latin word for "intellectual, physical, spiritual and emotional peace, calm and ease"

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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.

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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.

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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.

Social Security Benefits: How Much Will I Receive

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.
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Intellectual Property Rocks in a New Digital Era

Intellectual Property Rocks in a New Digital Era

Intellectual property ownership and its implications for ordinary people and estates.
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Pay Yourself First

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.
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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.

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