Renaissance Wealth Advisors

Our Story

At Renaissance Wealth Advisors, we're not just financial professionals - we're driven by a passion to help you create and sustain long-term financial well-being. Founded by friends since grade school, Jon Loer and Lauris Lambergs, our team has been built on a shared vision of empowering clients to achieve their goals. We believe that every individual, family, or business is unique, and our process is tailored to understanding and addressing your specific needs.

Our Expertise

As a team, we've combined decades of experience in the financial services industry, with a focus on serving affluent families and business executives. We're particularly skilled in supporting cross-border families and maximizing the benefits of Health Savings Accounts. Our expertise is built on a deep understanding of investment products, estate planning, and the complexities of tax laws and regulations.

Our 8-Step Process

Our comprehensive approach is designed to ensure that you have a clear plan in place for achieving your financial goals. We take a holistic approach, considering strategic planning, investment management, risk management, tax management, family and estate planning, human development, social agenda, and Otium - a concept that encompasses intellectual, physical, spiritual, and emotional peace.

What Sets Us Apart

We take a personalized approach to financial planning, working closely with each client to understand their unique family logic and make informed decisions. Our team is committed to ongoing education and professional development, ensuring that we're always equipped to adapt to changing market conditions and tax laws. We believe in the importance of building strong relationships and fostering a culture of trust and transparency.

Our Mission

At Renaissance Wealth Advisors, our mission is clear: to empower you to create and sustain long-term financial well-being. We recognize that every client is unique, and our goal is to provide customized solutions that address your specific needs and goals. We take pride in our ability to navigate complex financial situations and empower our clients to enjoy a financially secure future.