Renaissance Advisory Group is dedicated to helping it's clients achieve their financial goals through personalized wealth management with a commitment to building long term client relationships based upon the highest level of service, ethics, business practices and integrity.
THERE IS NO SUCH THING AS A "TYPICAL CLIENT", EVERYONE IS DIFFERENT AND THEIR FINANCIAL NEEDS ARE DIFFERENT. WHETHER YOU'RE A COUPLE THAT'S PLANNING FOR YOUR RETIREMENT YEARS, A BUSINESS OWNER, OR A DIVORCED OR WIDOWED INDIVIDUAL WHOSE SPOUSE HANDLED ALL OF THE FINANCES THROUGHOUT YOUR RELATIONSHIP, RENAISSANCE ADVISORY GROUP IS PREPARED TO OFFER THE INDIVIDUAL GUIDANCE AND PERSONALIZED SERVICE YOU NEED TO SECURE YOUR FINANCIAL FUTURE. WE DO NOT DISCRIMINATE ON THE BASIS OF RACE, SEXUALITY OR IDEOLOGY.
WE DO NOT PLACE MINIMUM ACCOUNT VALUES ON ANY NEW CLIENT. AFTER OUR INITIAL CONSULTATION, WE WILL BOTH DECIDE IF IT'S THE RIGHT FIT. AS A FIRM HELD TO FIDUCIARY STANDARDS WE ONLY RECOMMEND OUR SERVICES IF THERE IS AN ALIGNMENT WITH OUR SERVICES, methodology, AND YOUR NEEDS.
REGISTERED INVESTMENT ADVISORS (RIAS) ARE PROFESSIONAL INDEPENDENT ADVISORY FIRMS THAT PROVIDE PERSONALIZED FINANCIAL ADVICE TO THEIR CLIENTS, MANY OF WHOM HAVE COMPLEX FINANCIAL NEEDS. BECAUSE THESE ADVISORS ARE INDEPENDENT, THEY ARE NOT TIED TO ANY PARTICULAR FAMILY OF FUNDS OR INVESTMENT PRODUCTS. AS FIDUCIARIES, RIAS ARE HELD TO THE HIGHEST STANDARD OF CARE - AND ARE REQUIRED TO ACT IN THE BEST INTERESTS OF THEIR CLIENTS AT ALL TIMES. THEY ARE REGISTERED WITH EITHER THE SECURITIES AND EXCHANGE COMMISSION OR STATE SECURITIES REGULATORS. RENAISSANCE ADVISORY GROUP, LLC IS REGISTERED WITH THE STATE OF PENNSYLVANIA. MANY RIAS PROVIDE ADVICE AND SERVICES FOR A FEE BASED ON A PERCENTAGE OF CLIENT ASSETS. Learn more
THINK ABOUT ALL THE UNCERTAINTIES IN REGARDS TO FINANCIAL AND INSURANCE TOPICS IN YOUR LIFE. NOW, IMAGINE HAVING ALL THOSE UNCERTAINTIES IDENTIFIED AND PLANNED OUT INTO ACTIONABLE STEPS. AND ON TOP OF THAT, YOU NOW HAVE SOMEONE TO "COACH" YOU THROUGH THIS PROCESS AND BE THERE EVERY STEP OF THE WAY. WHETHER YOU ARE IN YOUR TWENTIES OR THIRTIES AND WANT TO BUILD THE PROPER FOUNDATION, OR YOU ARE IN YOUR SIXTIES AND PREPARING FOR RETIREMENT. A FINANCIAL PLAN IS WHAT YOU NEED. HAVING A FINANCIAL PLAN WILL GIVE YOU EVEN MORE CONFIDENCE TO HELP YOU ACHIEVE BOTH YOUR PERSONAL AND FINANCIAL GOALS. LEARN MORE
As soon as you become a client, we start to create a strategy to help your wealth grow.
Our first step is to assess your objectives, asset allocation and risk tolerance. We take the time to learn about you, your family, interests, concerns and prior experiences.
BEFORE WE RECOMMEND ANY STRATEGY OR SOLUTION, WE also TAKE THE TIME TO FULLY UNDERSTAND YOUR UNIQUE GOALS. WHETHER YOU NEED TO FUND YOUR RETIREMENT WHILE CARING FOR A PARENT, OPTIMIZE THE TRANSFER OF YOUR WEALTH, OR HOPE TO IMPACT A CAUSE, OUR KNOWLEDGE OF YOUR SITUATION WILL GIVE US A CLEAR UNDERSTANDING OF YOUR needs and situation.
OUR implementation and management process begins in a manner that will grow your investments while paying close attention to tax-efficient strategies.
Your asset allocation is reviewed quarterly, with changes made as necessary to reestablish original allocation moving forward. We keep the lines of communication open throughout the year, to be there when you need us.
FIVE BENEFITS OF AN INDEPENDENT ADVISOR:
GET ADVICE BASED ON WHAT'S BEST FOR YOU.
GAIN A RELATIONSHIP THAT'S RESPONSIVE, ATTENTIVE AND PERSONAL.
UNDERSTAND EXACTLY WHAT YOU ARE PAYING FOR, COMPLETE TRANSPARENCY.
GAIN ADVICE SUITED TO YOUR COMPLEX FINANCIAL NEEDS.
YOUR MONEY IS HELD BY AN INDEPENDENT CUSTODIAN, NOT THE ADVISORY FIRM.