With the goal of creating and sustaining family well-being, the Renaissance 8-step process considers Strategic Planning, Investment Management, Risk Management, Tax Management, Family & Estate, Human Development, Social Agenda & Otium.
While well-armed to deal with the wide variety of needs of affluent families and business executives, we have unique expertise supporting cross-border families and in maximizing the benefits of Health Savings Accounts.We recognize that each client has a unique family logic in considering and making complex financial decisions.
While well-armed to deal with the wide variety of needs of affluent families and business executives, we have unique expertise supporting cross-border families and in maximizing the benefits of Health Savings Accounts.We recognize that each client has a unique family logic in considering and making complex financial decisions.
Services
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.
Jon has spent over 25 years in the financial advisory industry developing and executing strategic financial plans for individuals across a variety of backgrounds. As Chief Planning Officer, Jon ensures each client has a deep. Karina is a graduate of both the Riga International School of Economics and Business Administration as well as the KEDGE Business School in Bordeaux, France.
To help you identify if RWA is the partner you are looking for, please watch the video below which will help you learn more about how we emphasize both your financial and relational aspects in our 8-step process. You'll see that we consider a variety of your financial needs, like retirement planning, investments, estate planning, insurance, college funding and more.
These steps will consider every aspect of your financial well-being, helping to give you peace of mind in any financial situation. It's crucial to understand the intricate relationships between the various disciplines like taxes and investments. Understanding how each subcategory impacts one another allows us to create a plan for your unique financial profile minimizing any blind spots.
This initial step starts with us learning about you and your background, goals, and financial profile. We also use this step to create a custom financial plan, allowing you to better define your financial goals. Only then can we identify the necessary steps to achieve them.
We give you access to our online, secure Planning Portal, which allows you to see your total financial well-being picture, with real-time updates and checkpoints to ensure we are still on track to accomplish your goals.
We give you access to our online, secure Planning Portal, which allows you to see your total financial well-being picture, with real-time updates and checkpoints to ensure we are still on track to accomplish your goals.
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