Most financial advisory firms make the management of your financial assets their top priority and, hence, call themselves Financial Planning or Asset Management Firms. By contrast, The Renaissance Companies is a Holistic Life & Asset Optimization firm. To understand the difference is to understand our unique philosophy of what our clients really need and want.
First, we all know that it is your financial assets that make possible the lifestyle you want; yet so much more than money enters into the equation. Whereas Asset Management Firms place a singular focus on growing your financial assets, and Financial Planning Firms try to match your current day assets to your goals, The Renaissance Companies creates a more meaningful context for your financial plan consisting of your “Core,” “Experience” and “Contribution” assets, in addition to your financial assets. This philosophical foundation for our firm’s wealth management service comes from our take of the Quadrant Living Wealth Optimization System by Lee Brower, multi-generational wealth expert and founder of The Quadrant Living Experience, LLC. We call this The Prospectus Solution.
Second, whereas most financial advisory firms address the needs of their immediate clients – the individual or the couple – We believe the entire family and, often, extended families must be considered in devising the best possible plan. In studies performed by The Boston Consulting Group and the like, the following conclusion was discovered: Without proper multi-generational planning, it takes just three generations to dissipate what can be vast amounts of wealth: one generation to build the wealth, one generation to enjoy the benefits of the wealth, and one generation to spend down the wealth. We believe that to be a real shame and something that might certainly be avoided with the proper planning along the way.
By expanding the scope of your engagement to include all of your assets and your entire family, The Renaissance Companies distinguishes itself from other financial advisory firms that typically take a limited approach – and deliver limited results. It is our mission to get clients to think about what they’re doing now that’s more essential than money. Once all of your essential asset have been discovered and indentified, we can begin to holistically blueprint an Integrated Wealth Plan that incorporates all of the essential assets with your financial assets so they can work together synergistically instead of diametrically against one another. The end result being that you will be well way in your journey to begin living Your Best Life Now … and not at some distant point in the future.
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