Our Company

Renaissance Wealth Management is an independent firm specializing in comprehensive wealth management, delivering pro-active portfolio, risk and income management. Our team has been building relationships and empowering clients like you with wisdom, vison and clarity of purpose around their financial life goals for over 35 years.*  While we call Bethlehem Pennsylvania home, we work with clients like you, throughout America.  

Our Philosophy

As your partner, we seek to bring clarity around your wealth: why you build it, how to manage it and most of all, to do "good" with it. It means being intentional about your life and investing with clarity of purpose.
 

Our Commitment

Whether you are experienced in the world of financial matters or are just starting to build your portfolio, Renaissance Wealth Management focus your financial life.

Our Principle

Even if you have an MBA in business, financial matters can be daunting. In addition to managing and growing your money, the experienced staff at Renaissance Wealth Management aims to provide a continued education that will strengthen our working relationship.

 

*35 years of experience is representative of the combined licensed professions.