June, 25, MI – Joshua Rennert joins Waldron Private Wealth as a Wealth Consultant in the Greater Detroit, Michigan area. Waldron is a boutique wealth management firm that focuses on serving individuals, families and business owners. Rennert will help grow the firm’s Michigan presence.
After spending almost 15 years at large regional banks and a large RIA, Joshua founded his own wealth management company focused on working with business owners. “If I could have fast-forwarded 30 years and envisioned the type of boutique private wealth firm I would want to build and be part of, it would be Waldron, a firm that aims to help create the confidence and clarity clients need to focus more fully on their families, businesses, and long-term legacy. It was Waldron’s shared philosophy in serving clients that ultimately solidified my decision to join the firm. The consultative, team-based approach of bringing together specialized knowledge to address not only the technical aspects of a client’s financial life, but also the personal and intangible elements is perfectly aligned with how I have always believed wealth management should be delivered.” Rennert said. “Waldron’s commitment to going above and beyond for clients is truly differentiated, particularly in the way the firm serves business owners and multigenerational families by simplifying complexity and delivering highly personalized guidance.”
Headquartered just outside of Pittsburgh, Pennsylvania, Waldron is an independent wealth management firm catering to high-net worth and ultra-high-net-worth individuals and families. Waldron’s team has a strong commitment to the company’s founding principles and strategic vision. Central to this approach is maintaining a low client-to-staff ratio, currently better than 5 to 1. This key differentiator allows Waldron’s advisors to customize planning and investment solutions for each client’s unique situation.
“Having the opportunity to bring in a professional like Joshua to help expand our strategic growth efforts in Michigan was an easy decision. Waldron continues to have a focus on strategic growth, and we have been growing our Michigan presence for a number of years. Bringing in Joshua to help introduce new potential clients to the firm helps support Waldron’s strategic vision.” Says Matt Helfrich, Partner & CEO.
“Our culture is very important to us, and we take a very thoughtful and selective approach when we hire to make sure that there is alignment there.” Mike Krol, Partner & Head of Wealth Advisory says. “Joshua is a great addition to Waldron helping us to grow our Michigan footprint even more.”
Throughout his career, Joshua has spent time building trust with his clients and he brings that experience with him to Waldron.
For more information about Waldron’s services in Michigan, please contact: jrennert@waldronpw.com.
Waldron Private Wealth (“Company”) is an SEC registered investment adviser with its principal place of business in the Commonwealth of Pennsylvania. Company may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. For information about the Firm’s registration status and business operations, please consult Waldron’s Form ADV disclosure documents, the most recent versions of which are available on the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov.
