Lauris Lambergs

Co-founder & Chief Investment Officer at Renaissance Wealth Advisors - Newton, MA, us

Lauris Lambergs's Colleagues at Renaissance Wealth Advisors
Lauris Lambergs

Co-Founder & Chief Investment Officer

Contact Lauris Lambergs

Frank Liu

Accounting Manager and Paraplanner

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Jonathan Loer

Co-founder & Chief Planning Officer

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Lauris Lambergs's Contact Details
HQ
N/A
Location
Boston, Massachusetts, United States
Company
Renaissance Wealth Advisors
Lauris Lambergs's Company Details
Renaissance Wealth Advisors logo, Renaissance Wealth Advisors contact details

Renaissance Wealth Advisors

Newton, MA, us • 5 - 9 Employees
Financial 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. No person, family or financial scenario is the same, which is why we use our decades of experience to create custom solutions. From investment management, estate planning and everything in between, we can guide you through volatile times. The stock market and tax laws can change frequently, making it imperative for us to constantly educate ourselves on these topics. We also believe in going above and beyond regarding self-improvement, which includes obtaining financial credentials like the CFP® or CIMA®. In addition, we use many tools like a secure client portal, portfolio management software and other pieces of top-notch technology to facilitate our goal of long-term client well-being. To learn more about Renaissance and how we partner with our clients to foster and sustain long-term well-being, please feel free to visit www.rw-advisors.com or email us at info@rw-advisors.com.

Financial Services
Details about Renaissance Wealth Advisors
Frequently Asked Questions about Lauris Lambergs
Lauris Lambergs currently works for Renaissance Wealth Advisors.
Lauris Lambergs's role at Renaissance Wealth Advisors is Co-founder & Chief Investment Officer.
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Lauris Lambergs works in the Financial Services industry.
Lauris Lambergs's colleagues at Renaissance Wealth Advisors are Lauris Lambergs, Frank Liu, Jonathan Loer and others.
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