Renew Family Wealth

Paul Casey is a financial advisor at Renew Family Wealth with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Third Seven Capital, Green Vista Capital, SICA Wealth Management, and Circle Squared Alternative Investments. Outside of his advisory role, he assists with multi-family property acquisitions through Refuge Investments LLC and is involved in a consulting firm related to ownership in Lakesville Memphis LLC. Renew Family Wealth serves individual and high-net-worth clients as well as retirement plans by providing financial planning, discretionary portfolio management, and pension/401(k) consulting. The firm employs a broad investable universe and combines household wealth management with institutional pension consulting, offering customized advice and discretionary strategies.

Hayden Dawes is a financial advisor with Renew Family Wealth in Jupiter, FL, holding a Series 65 designation and eight years of industry experience. His prior roles include positions at Appfiles Inc and Capital Market Strategies LLC. Outside of advisory work, he is active as a licensed insurance agent managing 633 Holdings LLC and works as a real estate agent with Crossroads Real Estate Co. Renew Family Wealth serves individual and high-net-worth clients as well as retirement plans, offering financial planning, discretionary portfolio management, and pension/401(k) consulting. The firm utilizes a broad investable universe that includes alternative and complex instruments and combines household wealth management with institutional pension consulting.

Scott Miller is a financial advisor at Renew Family Wealth with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Third Seven Capital, Castle Hill Capital Partners, and Charles Schwab. Miller is also a licensed insurance agent managing 633 Holdings LLC. Renew Family Wealth serves individual and high-net-worth clients as well as retirement plans, offering financial planning, discretionary portfolio management, and pension/401(k) consulting. The firm employs a broad investable universe and combines household wealth management with institutional pension consulting.

Peter Mcglynn is a financial advisor at Renew Family Wealth with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Mcglynn Advisors and Third Seven Capital Advisors. Mcglynn is also a registered representative at Third Seven Capital, LLC. Renew Family Wealth serves individual and high-net-worth clients as well as retirement plans, offering financial planning, discretionary portfolio management, and pension/401(k) consulting. The firm uses a broad investable universe and alternative instruments, combining household wealth management with institutional pension consulting as an ERISA fiduciary for certain plan services.