Independent financial planning, centered on you. With Werner Maiwald, your story comes first. More than 35 years of experience help guide what comes next.
35+ yearsof financial experience
Proudly veteran-ownedGrounded in service and trust
Individual attentionYour priorities guide the plan
One coordinated plan for your income, investments, and legacy.
Bring your income needs, investments, and Social Security together.
We consider everyday income needs, investments, and Social Security together. We explain how your income sources fit, then review the plan as life changes.
Make investment choices that fit your goals, timeline, and comfort with risk.
Werner’s CFS training supports careful investment research. We consider your goals, when you’ll need the money, and your comfort with risk. We regularly review your portfolio with you.
Think ahead for the people and causes that mean the most to you.
We help you think through how your resources can support loved ones and charitable causes. When it helps, we coordinate the financial side of your plan with your legal and tax professionals.
Your retirement, your family, your peace of mind. A useful plan starts with understanding what matters to you.
Individual Attention means listening, explaining your choices clearly, and staying connected as life changes. Modern tools, including AI, help organize research and compare choices.
The research supports the conversation.Your life. Your priorities.
Research that supports the conversation.
Thoughtful research.
Always a human relationship.
Make room for what matters.After more than 35 years of helping people make financial decisions, one thing is clear to Werner: it always helps to start by listening.
Renaissance Wealth Planning is proudly veteran-owned. Service, straightforward communication, and personal trust shape how Werner works with every client.
The CFS designation, earned through the Institute of Business & Finance, reflects advanced training in evaluating mutual funds and investment portfolios.
Werner uses that training to help you explore choices in the context of your goals, retirement income needs, and comfort with risk.
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Werner Maiwald
Certified Fund Specialist (CFS)
wmaiwaldrwp@supremealliancellc.com
733 Chapin Street, Suite 202
Ludlow, MA 01056
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