Redefining wealth management

Over the years, Waldron Private Wealth has single-handedly been responsible for taking wealth planning to greater heights. By looking beyond their clients’ balance sheets and getting a 360-degree view of the entire picture – from their goals, the dynamics of individual families, what type of people they are socially and professionally – the Waldron advisers acquire a comprehensive idea of the financial structure of their clients.

Providing astute management of each aspect of wealth also requires expertise in many disciplines, such as income-tax planning, lifestyle services, trust services, investments planning and more. To unravel the many complexities of significant wealth, every Waldron client team has, at minimum, a wealth advisor, an investment specialist, a planning specialist and a dedicated client service specialist.

Working together to unearth the effects of every financial decision across the spectrum, the financial advisors at Waldron Private Wealth never hesitate to call on the expertise of additional team members if required. Additionally, Renee states, “we maintain a low client to staff ratio, currently better than 5:1 which allows us to provide individualized advice and tailor our services to the needs of each family.”

Renee’s ‘high net-worth’ journey

Renee started her professional journey as an independent attorney after her Juris Doctor Degree from Western Michigan University Cooley Law School. Before Waldron, she was a Vice President for Citigroup Trust and for Comerica Bank where she demonstrated her expertise in various financial disciplines such as securities, asset management, estate planning, mutual funds and more.

Renee joined Waldron in 2021 and despite more than 20 years of relationship management experience before this, at Waldron she feels that she has finally found her place. “I’ve worked for a number of wealth management firms throughout my career,” says Renee, “but Waldron is very unique. The firm’s robust service offerings and tailored approach to wealth management far exceeds expectations in our industry. I feel very privileged to be part of the team.”

At Waldron Renee’s expertise excels in providing advisory services for high-net worth and ultra-high-net worth individuals and families. She works closely with the planning and investment teams to develop customized and comprehensive strategies for her clients, with a focus on trust and estate planning, income tax planning, succession planning for business owners, and family governance for multi-generational families.

Additionally, Renee has been a member of the Michigan Bar Association since 2004 and maintains her current status as an attorney. She resides in Flat Rock, Michigan, with her special-needs grandson of whom she is Guardian for, along with her four small dogs. She is an active member in promoting various Women’s organizations, autism charities and is an animal advocate. She enjoys traveling, eating great food, going to the theatre or sporting events, and most of all, spending time with family