Why Choose Renaissance For Your Investment and Financial Needs?

  • Our wealth management professionals average over 25 years experience
  • Integrated investment and financial counseling
  • Exceptional level of client service through careful and detailed attention to client needs
  • Direct contact with portfolio decision-makers
  • Lasting partnerships with clients and families

Your success determines our success. Custody of Assets

We have chosen Fidelity Investments, National Financial Services, LLC as the third party custodian for our clients

Institutional Trustee

In addition to advising individual trustees, we work closely with clients who require an institutional trustee