Broker Check

Services

At Renaissance Wealth Management Group of Texas, we work with individuals, families, and business owners in our San Antonio, Texas area, as well as across the nation. We believe it’s critical to address all elements of a client’s financial picture and, as a result, we offer a wide range of services that tie together into one comprehensive strategy.

Investments and Wealth Management

We can help you create an investment portfolio that produces an appropriate diversification based on your objectives and risk tolerance. Professional investment management may provide you access to investments you may not have had otherwise, including a wide variety of traditional and alternative investment classes. We can assist with:

  • Traditional IRAs
  • Roth IRAs
  • SIMPLE IRAs
  • SEP IRAs
  • 401(k) Rollovers
  • Mutual Funds
  • Stocks
  • Bonds
  • Annuities

Financial Planning

Preparing for the future can be a heavy burden. A financial plan, however, may alleviate some of the stress. Within financial planning, we assist with:

  • Retirement Planning
  • Risk Management
  • College Funding
  • Estate Planning
  • Charitable Giving

Insurance

We can help you evaluate insurance options and determine appropriate solutions based on your situation and future needs. We can offer:

  • Life Insurance
  • Long-Term Care Insurance
  • Disability Insurance