Community engagement

As a Veteran owned firm in the Washington D.C. metro area, we give our time where we came from, to the Veterans, federal families, and organizations that serve them.

Pro bono planning

We offer pro bono financial planning to military Veterans and their families who cannot afford advisory services. Limited means should not prevent access to guidance that can improve a financial life. Veterans and their families have already sacrificed greatly to defend this country. Financial hurdles should not stop them from securing their futures too.

As part of our commitment to those who served, we donate the time and expertise to map a military family's financial roadmap and provide peace of mind.

REQUEST PRO BONO PLANNING

Who this is for

Veterans, service members, and surviving spouses or dependents.
Households for whom paying an advisory fee is not realistic right now.
Anyone facing a decision, such as a transition, a survivor benefit, or a TSP rollover, who needs a straight answer.

There is no minimum, no product sale, and no obligation to become a client. Capacity is limited, so we take requests as our schedule allows.

Where we show up

In the community.

A wreath laying ceremony at the Tomb of the Unknown Soldier, Arlington National Cemetery

Arlington National Cemetery. We partnered with the Harvard Veterans Alumni Organization, Washington D.C. Chapter, to lay a wreath at the Tomb of the Unknown Soldier.

Harvard Veterans Alumni Organization. With the Washington D.C. Chapter after the ceremony at Arlington National Cemetery.

Soldier Ride, the White House. A welcoming event where the President greets wounded Veterans taking part in the Wounded Warrior Project annual adaptive cycling program.

Vietnam Veterans Memorial. We gathered before dawn to wash the wall, panel by panel, so every name stays legible.

Pro bono planning is offered at our discretion and subject to capacity; it does not create an advisory relationship and no fee is charged. Photographs depict community and volunteer activities and are not testimonials or endorsements of Renew Wealth Management by any organization, agency, or individual pictured, and no compensation was paid or received in connection with them. Renew Wealth Management is a registered investment adviser; registration does not imply a certain level of skill or training.