Advisors at this firm
Casey R
CFP®, CFA®, Series 65
Denton, TX
Relevance Capital Management
Casey Rench is a CFP®, CFA®, and Series 65 credentialed advisor with 12 years of industry experience. He has been with Rench Wealth Management, Inc. since 2013. Rench is based in Denton, TX and is part of a four-advisor team at Relevance Capital Management. Relevance Capital Management provides discretionary investment management, financial planning, and consulting services primarily to individual and high-net-worth clients. The firm emphasizes equity allocations focused on dividend-paying large-cap companies and uses fundamental and cyclical analysis for security selection, managing all client assets on a discretionary basis with a small advisory team.
Jordan R
Series 65
Denton, TX
Relevance Capital Management
Jordan Rench is a financial advisor at Relevance Capital Management with seven years of industry experience. He holds a Series 65 designation and has worked at Relevance Capital Management since 2018, following six years at Goldman Sachs. Relevance Capital Management provides discretionary investment management, financial planning, and consulting services primarily to individual and high-net-worth clients. The firm emphasizes equity allocations in dividend-paying companies with market capitalizations of at least $5 billion, alongside cash and fixed-income investments, and employs fundamental and cyclical analysis for security selection.
James R
CFP®, Series 63, Series 65
Denton, TX
Relevance Capital Management
James Rench is a CFP® with 26 years of industry experience, currently serving at Relevance Capital Management in Denton, TX. He has led Rench Wealth Management, Inc. since 2011 and has worked as an independent insurance agent since 1986, though he no longer sells insurance and receives only renewal commissions. Relevance Capital Management provides discretionary investment management, financial planning, and consulting services primarily to individual and high-net-worth clients. The firm emphasizes equity allocations in dividend-paying companies and utilizes fundamental and cyclical analysis for security selection, managing all client assets on a discretionary basis with a small advisory team.
Kelly R
Series 65
Denton, TX
Relevance Capital Management
Kelly Rench is a financial advisor at Relevance Capital Management with a Series 65 designation and three years of industry experience. Prior to joining Relevance Capital Management in 2020, Rench worked at Ryan, LLC from 2013 to 2020. Relevance Capital Management provides discretionary investment management, financial planning, and consulting services primarily to individual and high-net-worth clients. The firm emphasizes equity allocations in dividend-paying companies with large market capitalizations and employs fundamental and cyclical analysis to guide security selection.