Werner Maiwald is the Managing Director of the Renaissance Advisory Services LLC. He holds the Certified Fund Specialist designation, Series 6, 63, 65 and Series 7 licenses. In addition to serving clients in Massachusetts and Connecticut, he also practices in Vermont, New Hampshire, Florida, North Carolina, Ohio, and Oregon which clears transactions through Investors Capitol Corporation, an independent broker-dealer.
Beginning in 1979 as an insurance advisor, Werner built his practice based on the respect and trust of his clients. He continues to assist individuals and families, business executives, physicians, nurses, retirees, and attorneys to achieve their financial goals through the “financial balance” process. Werner understands the complexities of wealth planning and risk management as essential cornerstones for achieving and more importantly, maintaining financial freedom.
Werner’s skills and knowledge in portfolio modeling, risk analysis, bench marking, and practical application of Modern Portfolio Theory gives clients the opportunity to receive advice that may not be available elsewhere. His true life experience brings value to his clients.
Throughout his career, Werner has received numerous company and industry awards such as the Million Dollar Round Table (MDRT); per the association less than 1% of the worlds financial services professionals qualify to become members.
Werner is an avid tennis player, having played for the National Senior Olympics championships and is a USPTA Developmental Coach. He and his family reside in Agawam, MA.
Galaxy Community Council, Valley Venture Mentors, MDRT (Million Dollar Round Table), National Association of Insurance and Financial Advisors, Financial Services Institute, Chicopee Chamber of Commerce, West of the River Chamber of Commerce, Massachusetts Chamber of Commerce, North Central Connecticut Chamber of Commerce, and the American Association for Long Term Care.