Renaissance Wealth Advisors

(on grove street)
Financial and Investment Services in Newton, MA
Financial and Investment Services

Location

275 Grove Street
Newton, MA
02466

About

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.

Photos

Renaissance Wealth Advisors Photo Renaissance Wealth Advisors Photo Renaissance Wealth Advisors Photo

Services

  • Strategic Planning
  • Investment Management
  • Risk Management
  • Tax Management
  • Family & Estate

Latest

Welcome from our Founders: VIMEO.COM Introduction to Renaissance Wealth Advisors
If you don’t have an #estatestrategy, here’s some reasons why you should. RW-ADVISORS.COM Why Everyone Needs an Estate Strategy
Learn about Medicare Advantage and the choices it offers you for health care coverage, prescription drugs, and more. RW-ADVISORS.COM Medicare Advantage 101
Generate income and rebuild principal. A powerful one-two punch. RW-ADVISORS.COM Split Annuity Strategy
In August, stock prices surged as investors cheered positive news of a potential COVID-19 treatment and a month-long succession of upbeat economic data. RW-ADVISORS.COM Monthly Market Insights | September 2020
You may not be able to stop #floods from wreaking havoc, but #insurance can manage some of the financial loss. RW-ADVISORS.COM Protecting Your Home Against Flood Loss
How literate are you when it comes to your finances? Brush up with these five basics. RW-ADVISORS.COM The Five Basics of Financial Literacy
In September, stock prices dropped as investors worried about stalled fiscal stimulus talks, the upcoming election, and new European coronavirus cases. RW-ADVISORS.COM Monthly Market Insights | October 2020
The financial risks to consider when evaluating self insurance? #Insurance RW-ADVISORS.COM When to Self-Insure
Considering crowdfunding? Take time to do the research first. #Crowdfunding RW-ADVISORS.COM Crowdfunding—Capital for the 21st Century
Are you planning to work after taking Social Security benefits? Know the rules. #SocialSecurityBenefits RW-ADVISORS.COM How Will Working Affect Social Security Benefits?
Attention Estate Executors: Do you know about the Alternate Valuation Date? RW-ADVISORS.COM Understanding the Alternate Valuation Date
In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill. RW-ADVISORS.COM Monthly Market Insights | January 2021
These 6 things might make your next return a prime target for an IRS audit. #taxes #IRS #audit RW-ADVISORS.COM Red Flags for Tax Auditors
Learn more about whether you need to pay estimated taxes. RW-ADVISORS.COM You May Need to Make Estimated Tax Payments If…
The sooner you begin investing, the longer your money can work for you. RW-ADVISORS.COM The Cost of Procrastination
A #homewarranty may make sense, but you need to set proper expectations. RW-ADVISORS.COM Making Sense Of A Home Warranty
Take the time to think about these three things when shopping for your next vehicle. RW-ADVISORS.COM Consider These 3 Things Before Driving Off the Lot
The choice of business structure is not a final decision. You may amend your business structure to your changing needs. RW-ADVISORS.COM Choosing a Business Structure
Thinking about a prepaid debit card? Consider the pros and cons. #debitcard RW-ADVISORS.COM Weighing the Benefits of Prepaid Debit Cards
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks. RW-ADVISORS.COM Monthly Market Insights | March 2021
Doing some #HomeImprovement? There's one item that most homeowners overlook when undertaking remodeling projects. RW-ADVISORS.COM The Most Overlooked Item of Any Home Improvement

Information

Company name
Renaissance Wealth Advisors
Category
Financial and Investment Services

FAQs

  • What is the phone number for Renaissance Wealth Advisors in Newton MA?
    You can reach them at: 617-663-5595. It’s best to call Renaissance Wealth Advisors during business hours.
  • What is the address for Renaissance Wealth Advisors on grove street in Newton?
    Renaissance Wealth Advisors is located at this address: 275 Grove Street Newton, MA 02466.