# Renew Wealth Management

Renew Wealth Management is a Bank / Wealth / Trust based in Alexandria, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Alexandria, United States
- **Region:** North America
- **Address:** Alexandria, VA, United States
- **Assets under management:** Undisclosed
- **Website:** renewwealthmanagement.com
- **LinkedIn:** https://www.linkedin.com/company/renew-wealth-management

## Regulatory record

- **CRD number:** 329069
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/329069

## About

Renew Wealth Management is a state-registered investment adviser in ALEXANDRIA, VA. The firm manages $57 million in assets, $43 million on a discretionary basis. It has 3 employees and 1 investment adviser.

## Questions

### What is Renew Wealth Management's investment approach?

Renew emphasizes goals-based, retirement-focused portfolio construction using low-cost ETFs and mutual funds. The firm prioritizes tax efficiency and sustainable withdrawal strategies over benchmark-beating performance. Portfolios are allocated across fixed income, equities, and cash equivalents based on each client's distribution needs.

### How is Renew Wealth Management organized?

Renew is a fee-only registered investment advisor operating as a small, independent practice. The firm serves a concentrated client base of fewer than 100 households from its single office in Alexandria, Virginia. It does not have institutional arms, trust powers, or related operating companies.

### What geographic region does Renew Wealth Management primarily serve?

The firm's client base is concentrated in Northern Virginia and the greater Washington, D.C. metro area. Renew's local presence reflects its focus on clients navigating the transition from federal service or private-sector careers in the region.

### What specific retirement planning expertise does Renew offer?

Renew specializes in the decumulation phase — constructing income-replacement strategies via Social Security optimization, pension analysis, required minimum distribution planning, IRMAA threshold management, Roth conversion ladders, and qualified charitable distribution strategies.

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Last updated: 2026-06-03T20:00:00.000Z

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