Friends since 3rd grade, Jon Loer and Lauris Lambergs co-founded Renaissance in 2019 as a financial planning and investment management firm. Sharing common values and vision, Jon and Lauris are building Renaissance by helping clients create and sustain long-term well-being, both in the US and across the globe.
No person, family or financial scenario is the same, which is why we use our decades of experience to create custom solutions. From investment management, estate planning and everything in between, we can guide you through volatile times. The stock market and tax laws can change frequently, making it imperative for us to constantly educate ourselves on these topics. We also believe in going above and beyond regarding self-improvement, which includes obtaining financial credentials like the CFP® or CIMA®. In addition, we use many tools like a secure client portal, portfolio management software and other pieces of top-notch technology to facilitate our goal of long-term client well-being.
To learn more about Renaissance and how we partner with our clients to foster and sustain long-term well-being, please feel free to visit www.rw-advisors.com or email us at info@rw-advisors.com.
Company Details
- Employees
- 3
- Founded
- -
- Address
- 275 Grove St,
- Phone
- +1-617-663-5595
- in****@****ors.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- rw-advisors.com
- Keywords
- Newton.
- HQ
- Newton, Massachusetts
Renaissance Wealth Advisors Questions
Renaissance Wealth Advisors's helpline number is +1-617-663-5595
Renaissance Wealth Advisors's website is rw-advisors.com
Renaissance Wealth Advisors's LinkedIn profile is https://www.linkedin.com/company/rw-advisors
Renaissance Wealth Advisors has
3 employees.
View email and phone details for 3
employees at Renaissance Wealth Advisors.
Renaissance Wealth Advisors's industry is
Financial Services
Renaissance Wealth Advisors's top competitors are
Digital Impulse, A Demanddrive Company,
Hayfin Capital Management Llp,
Mit Federal Credit Union,
Integrated Financial Partners,
Luminary,
733park,
Putnam Investments,
Integrated Partners,
Chartwell Partners,
Poppy Gifting.
Renaissance Wealth Advisors's support email address is info@rw-advisors.com
Renaissance Wealth Advisors's categories are Financial Services
Renaissance Wealth Advisors's founding year is 2019
