Renaissance Wealth Management, LLC logo

Renaissance Wealth Management, LLC

Updated today

Client assets under management

$48,883,374

Clients

142

5% high-net worth

Advisors

2

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

71

High

Average account size

$344,249

About

Renaissance Wealth Management (RWM) provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, managing approximately $49.1 million across about 142 client relationships with a two-advisor team. The firm creates individualized Investment Policy Statements, may employ model portfolios, and conducts regular portfolio monitoring tied to clients’ goals and documented risk tolerances.

RWM tailors strategies to client objectives and may adjust allocations — including holding elevated cash positions when management views markets as overvalued — while emphasizing fair allocation of investment opportunities across accounts. Its investment toolkit includes traditional equities, fixed income, ETFs and mutual funds, private/alternative offerings, and trading techniques such as option transactions and other derivatives, which the brochure discloses and frames as carrying additional risks.

Noteworthy relative to many peers, RWM’s representatives may also be licensed to sell insurance products and to act as registered representatives of a broker-dealer, and the firm includes insurance products (including annuities) among permissible investments; the brochure discloses these relationships and potential conflicts of interest. The firm also highlights routine discretionary management and explicit use of derivatives and options strategies in client accounts — practices that are less common among similarly sized supported firms.

Client services

Financial planning Portfolio management

Expertise

Income planning Retirement withdrawal strategies General tax planning Wealth management Options & derivatives strategies

Fee options

Fixed

Fixed fees for financial planning services up to $25,000 annually

Percentage

$0 - $500,000: 1.35% annually $500,001 - $1,250,000: 1.00% annually $1,250,001 - $2,000,000: 0.85% annually $2,000,001 - $25,000,000: 0.50% annually $25,000,001 - And Up: 0.25% annually

Project-based

Between $150 and $275 per hour for financial planning services

Other

Account minimum: $100,000 (may be waived at firm's discretion) Fee-only: Financial planning fixed fees up to $25,000 annually; hourly fees $150-$275 per hour

Main office location

Renaissance Wealth Management, LLC

4510 Bath Pike, Suite 200

Bethlehem PA 18017-2466, United States

Number of offices

3

Most active in

North Carolina · Pennsylvania

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

John T

Series 63, Series 65

Raleigh, NC

Renaissance Wealth Management, LLC

John Triantafelow is a financial advisor at Renaissance Wealth Management, LLC in Raleigh, NC, holding Series 63 and Series 65 licenses with 34 years of industry experience. He has worked at FSC Securities Corporation and has been with Renaissance Wealth Management since 2007, currently serving as President and Investment Adviser Representative. Outside of his advisory role, he is involved in managing family real estate investment entities alongside his sons. Renaissance Wealth Management provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients. The firm employs customized investment strategies, including the use of derivatives and options, and emphasizes regular portfolio monitoring aligned with client goals and risk tolerances.

Income planning Retirement withdrawal strategies General tax planning Wealth management Options & derivatives strategies
user avatar

Aaron R

Series 63, Series 65

Macungie, PA

Renaissance Wealth Management, LLC

Aaron Reyer is a financial advisor at Renaissance Wealth Management, LLC with 25 years of industry experience. He has held positions at OSAIC Wealth, Inc., Renaissance Wealth Management, and Fsc Securities Corporation. Outside of his advisory role, he is a partner in a domain name investment venture and serves on the Finance Committee of Family Promise of Lehigh Valley, a nonprofit organization. Renaissance Wealth Management provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients. The firm employs tailored investment strategies that include traditional and alternative assets, options, and derivatives, emphasizing alignment with client goals and risk tolerances.

Income planning Retirement withdrawal strategies General tax planning Wealth management Options & derivatives strategies
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")