Rick Renwick is a principal and co-founder of PRW Wealth Management, LLC, where it is their mission to provide clients CLARITY FOR THE PRESENT and to support their VISION FOR THE FUTURE. It is his belief that people are far more likely to accomplish all they desire if they and their advisors are walking forward in lockstep fashion supported by these two foundational pillars. The PRW Wealth Management team is committed to their clients and their ongoing success.
Rick earned a Masters degree in Financial Services (MSFS) from the American College, in addition to holding the designations of Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®).
A frequent contributor to the financial media, Rick was a guest on CNN discussing the intergenerational transfer of wealth, and has authored articles for The Boston Business Journal, Massachusetts Lawyers Weekly, and Ticker Magazine.
Majoring in Finance and Management, Rick earned his Bachelor of Science degree at Babson College. He continues as an active alumnus serving on Babson’s Board of Trustees. He is a founding member of the President’s Society and past member of the Alumni Board of Directors. Rick is a member of Babson’s Athletic Hall of Fame. Following college, Rick played professional baseball in the Chicago Cubs organization.
Investment advisory services offered through PRW Wealth Management LLC. Securities offered through Lion Street Financial, LLC, member FINRA/SIPC (LSF). PRW and LSF are not affiliated. Life Insurance products offered through PRW Associates Insurance Agency, Inc. PRW does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Asset Allocation does not guarantee a profit or protect against a loss in a declining market. It is a method used to help manage investment risk.