Renaissance Wealth Management
Valuing sincere, trusted relationships, we partner with our clients for life. Experienced with purposeful financial acumen, we are tested by recessions and market volatility. Disciplined and informed, we ensure our clients’ best interests come first. We strive to deliver thoughtful financial advice and investment management that’s in our clients’ best interests- Communicate regularly and without jargon- Focus only on economic events that impact our clients- Ignore the noise- Improve our clients’ financial well-being.
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Verified contacts
6
available on Kipplo
LinkedIn employees
7
1 to 10 range
Open roles
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no listings
Distinct roles
5
indexed titles
Tech stack
1
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
6 contacts with verified email or phone · masked until revealed.
- DS
Douglas Smooke
Chief Impact Investor · Other
EmailPhone - JI
Jason Irons
Certified Financial Plannertm · Finance & Accounting
EmailPhone - MB
Marty Ballesteros
Independent Financial Advisor · Finance & Accounting
EmailPhone
Showing 3 of 6 verified contacts
Top roles at Renaissance Wealth Management
5 distinct titles indexed · top 5 shown.
- 2independent financial advisor
- 1certified financial plannertm
- 1chief impact investor
- 1financial advisor
- 1receptionist
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