Renewal Wealth is a Registered Investment Advisor focusing on Financial Planning (CRD# 306980).
The firm was founded in the midst of the Covid-19 Pandemic in the Fall of 2021, as a Biblically Principled Registered Investment Advisor, with an emphasis on Debt Freedom Coaching and a focus Renewable Energy Investing.
The firm organizes all of its client services around the principles of Financial Planning, and does not solicit nor sell one-off products nor charge commissions nor trading costs for its wealth management services.
Currently the firm is represented by Marc Samuel Dougherty, VP, but is in the process of growth and expansion beyond the North Jersey region, where it is currently based, into all 50 States via both an online and ground presence. The firm currently services clients in NJ, PA, NY, GA, and WI and has a physical office on Main Street in Boonton, Morris County, NJ.
The Firm, as described in the mission, is rooted in service, humility and faith, and as a result, works with, and is open to working with anyone who displays a genuine desire, interest and commitment to Financial Freedom and well-being for themselves, their businesses and their families.
Marc is Level 3 CFA candidate, who holds the nationally accredited Series 7, Series 66 designations, as well as the State of NJ, PA, and FL Life insurance licenses and has been in the Financial Services Industry, in various roles and with various organizations since 2008. The investment management track record employed by Renewal Wealth, and implemented in a similar manner at the previous RIA where Marc was employed, has consistently and vastly outperformed the overall US and Global equity markets (as measured by common market indices) since actively managing client accounts in 2018.
Client testimonials and referrals are available upon request.
Marc Dougherty, CEO
12 STONE PARTNERS, INC. IS AN AFFILIATE OF
Our mission is to make the families we protect and the families of our agents our number one priority. Trust and loyalty is not given, it is earned, and all of us at Family First Life will give every thing we have to earn it with our clients and our agents.