Renaissance Wealth Management

Finance · Pennsylvania, United States · 1-10 Employees

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Overview

Headquarters

4510 Bath Pike Ste 200, Bethlehem, Penns...

Phone Number

(610) 865-0512

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Renaissance Wealth Management

Renaissance Wealth Management is an independent firm that specializes in comprehensive wealth management, focusing on pro-active portfolio, risk, and income management. They tailor financial plans to fit individual client situations, emphasizing a client-centric approach rooted in fiduciary standards. Their services include financial planning, estate planning, wealth management, and sustainable income strategies. The firm aims to provide long-term security and legacy protection for clients throughout their financial journeys.Explore more
Renaissance Wealth Management's Social MediaPopular SearchesRenaissance Wealth Management LLCrwmweb.comRenaissance ManagersRenaissance Managers LLCRenaissance Neighborhoods LPSIC Code 62,628NAICS Code 52,523Show more

Renaissance Wealth Management Org Chart

Jonathan Triantafelow, President & Chief Executive Officer at Renaissance Wealth Management
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President & Chief Executive Officer

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Managing Partner

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Certified Financial Planner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Renaissance Wealth Manage...

<$5M
1-10
Private
-
2006
Jonathan Triantafelow, President & Chief Executive Officer at Renaissance Wealth Management
Jonathan TriantafelowPresident & CEO
$6.6M
11-50
Private
-
2000
Erin Gay, Founder & Chief Executive Officer at Legacy Financial Associates
Erin GayFounder & CEO
<$5M
1-10
Private
<$5M
2001
CD
Clayton DudleyFinancial Advisor
<$5M
1-10
Private
-
2010
SC
Scott ChapmanInvestment Advisor & Representative & Owner
<$5M
1-10
Private
-
-
SC
Steven CrabtreeFinancial Advisor
<$5M
1-10
Private
-
-
BS
Becky SmithAdvisor Assistant
<$5M
1-10
Private
-
1999
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Renaissance Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Renaissance Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Renaissance Wealth Management.

Renaissance Wealth Management Tech Stack

A closer look at the technologies used by Renaissance Wealth Management

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Frequently Asked Questions Regarding Renaissance Wealth Management

What is Renaissance Wealth Management's official website?
Renaissance Wealth Management's official website is www.rwmweb.com
What is Renaissance Wealth Management's Revenue?
Renaissance Wealth Management's revenue is <$5 Million
What is Renaissance Wealth Management's SIC code?
Renaissance Wealth Management's SIC: 62,628
What is Renaissance Wealth Management's NAICS code?
Renaissance Wealth Management's NAICS: 52,523
How many employees does Renaissance Wealth Management have?
Renaissance Wealth Management has 1-10 employees
What industry does Renaissance Wealth Management belong to?
Renaissance Wealth Management is in the industry of: Finance, Securities Trading
What is Renaissance Wealth Management competition?
Renaissance Wealth Management top competitors include: The River Suite Wealth Partners, Legacy Financial Associates, Holman-Whatley & Associates, Benchmark Investment Group
What technology does Renaissance Wealth Management use?
Some of the popular technologies that Renaissance Wealth Management uses are: Cloudflare Website Optimization, Datadog, Google Font API, Google Tag Manager
How do I contact Renaissance Wealth Management?
Renaissance Wealth Management contact info: Phone number: (610) 865-0512 Website: www.rwmweb.com
What does Renaissance Wealth Management do?

Renaissance Wealth Management is an independent firm that specializes in comprehensive wealth management, focusing on pro-active portfolio, risk, and income management. They tailor financial plans to fit individual client situations, emphasizing a client-centric approach rooted in fiduciary standards. Their services include financial planning, esta... te planning, wealth management, and sustainable income strategies. The firm aims to provide long-term security and legacy protection for clients throughout their financial journeys.Read More

What are Renaissance Wealth Management social media links?
Renaissance Wealth Management Facebook page
Is Renaissance Wealth Management a public company?
Renaissance Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Renaissance Wealth Management

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