Renaissance Wealth Advisors, LLC

Renaissance Wealth Advisors, LLC is a registered investment advisor located in Massachusetts, established in January 2019. The firm offers comprehensive wealth advisory services to individuals, high net worth individuals, trusts, estates, and businesses, acting as a fiduciary to clients. Their investment management services include discretionary and non-discretionary options, primarily focused on long-term strategies utilizing a mix of investments like ETFs, mutual funds, individual stocks, and bonds. Clients have the opportunity to place restrictions on their portfolios. The firm does not manage wrap fee programs and, as of December 31, 2024, manages $91,778,584 in client assets. Regarding fees, Renaissance Wealth Advisors charges up to 0.75% annually for investment advisory services, with fees paid monthly in advance. Financial planning services are offered for a fixed ongoing fee ranging from $1,500 to $20,000 annually. Fees are prorated in the first month of service. The firm does not charge performance-based fees. The firm's principals, Lauris S. Lambergs and Jonathan H. Loer, are experienced professionals with certifications like CIMA® and CFP®. They adhere to a Code of Ethics and have no disciplinary events to disclose. The firm's privacy policy ensures the protection and limited sharing of clients' personal information, with clients having the option to limit certain sharing practices. Clients are provided with a copy of the privacy policy annually and are notified of any material changes.