Broker Check

We work as a team, to add a broader perspective to all we do, aligned specifically with what’s important to you.

At our firm, we have the client—and only the client—in mind.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

We help many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

Charles (Tom) Wimsatt, CPA

President

(859) 384-0800

(859) 384-1777

twimsatt@renaissancegrp.net

Tom Wimsatt, CPA, is the founder, President and Chief Investment Officer of Renaissance Capital Management, Inc., headquartered in Florence, Kentucky. His firm, since its inception (originally Wimsatt Financial, Inc.) in 1998, has been...

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Megean A. Caldwell

Financial Advisor/Registered Representative

(859) 384-0800

(859) 384-1777

mcaldwell@renaissancegrp.net

Megean Caldwell is a Financial Advisor/Registered Representative, as well as a Junior Partner at Renaissance Companies. Megean has nearly two decades of experience in the financial industry and has been a valuable part of Renaissance...
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Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.