Renee Schuster (CFP®)

Renee Schuster focuses in the
following client markets or areas of practice:

Business Owners

College/Education Planning

Corporate Executives

Estate & Generational Planning Issues

Retirement Plan Investment Advice

Tax Planning

Additional Information

Renee is responsible for advising affluent families and institutions. She functions as a trusted advisor on all matters pertaining to her clients’ financial planning and investments. Her broad understanding of capital markets, taxation, insurance, and estate planning allows her to address issues critical to intergenerational wealth transfer.

Renee's responsibilities include engineering long-term investment plans aimed specifically at achieving her clients’ stated goals. She establishes comprehensive financial planning solutions for her clients using sophisticated portfolio analysis tools. Renee works closely with her clients’ tax and legal advisors to ensure a multi-faceted approach to wealth planning.