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At our firm, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

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?

Our experienced professionals have helped 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.


Megean A. Caldwell

Financial Advisor/Registered Representative

(859) 384-0800

(859) 384-1777

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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Charles (Tom) Wimsatt, CPA


(859) 384-0800

(859) 384-1777

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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