Renaissance Wealth Management

History

After receiving his master's degree at Harvard in 1993, Managing Principal Doug Smooke specialized in corporate development in the high tech industry. Lacking the time necessary to manage his own investment portfolio, he sought the guidance of a financial advisor. The criteria was simple—he wanted a wealth advisor with original thinking and attention to detail, and who would look after his clients' best interests and stay in close contact.

So he met with an investment advisor he had known for years—a veteran in the industry, respected by his peers and with a history of civic involvement. "Twice we scheduled phone meetings to review his proposal. The advisor missed both meetings, and while he knew he forgot, he didn't acknowledge there being any problem with his absence. He finally presented the same cookie-cutter investment portfolio he gave to all his clients."

If this kind of service is acceptable for established financial advisors, then hard-working people deserve better.

Doug founded Renaissance Wealth Management to deliver conscientious and selfless investment management with core tenets for all investors:

• Deliver custom tailored investment portfolios
• Recommend asset management strategies in the clients' best interests
• Communicate throughout the year, regardless of market conditions
• Eliminate unnecessary costs and target true diversification in every asset allocation strategy
• Innovate and improve investment plans by focusing on returns commensurate with client objectives and risk tolerance