Expanding Wealth Advisory Team
KLR Wealth Management, LLC is pleased to announce that John S. Renza, III has joined their team as Senior Wealth Advisor. John will divide his time between KLR’s four US offices and will be responsible for helping clients manage their wealth and meet their long-term needs and achieve their goals.
Most recently, John was a Vice President and Wealth Management Planning Officer for The Washington Trust Company and a Vice President, Channel Management for Fidelity Investment Services Company. During this time, he was responsible for account management of over $20 billion in assets.
“We are delighted that John has joined us on our mission to provide clients Personal CFO Services,” said Peri Ann Aptaker, Managing Director. “John brings KLR more than 18 years of wealth management expertise and an in-depth knowledge of the advisory business.”
“Upon meeting KLR Wealth Management colleagues, I have been impressed with the Firm’s values, culture and depth of care that goes to each client,” stated Renza. “I am excited to join a firm with such an outstanding focus on the success of their clients.”
John earned a MBA from Bryant University, a J.D. from University of Massachusetts School of Law and a B.A. from Boston College.
About KLR Wealth Management
KLR Wealth Management, LLC provides investment advisory services, financial planning, insurance, estate planning, retirement planning and other wealth management services. For more information about the KLR’s people and services, please visit www.KLRWealth.com.
KLR is a New England Regional Public Accounting Firm that is ranked among the Top 100 firms in the United States. From its five office locations in Boston, Newport, Providence, Shanghai, and Waltham, the 225+ person firm provides assurance, tax, and business advisory services to private and publicly-held companies throughout the United States and abroad. KLR is a member of Leading Edge Alliance Global, the 2nd largest international professional association of independently-owned accounting, financial, and business advisory firms.