Peninsula Wealth Advisory Group | Greenville, DE | Financial Advisors

Peninsula Wealth Advisory Group strives to provide the highest quality of service and advice to our clients - individual investors, families, retirees, business owners, corporate executives and foundations.

No matter where you are in life — just starting out, in your peak earning years, nearing retirement, or contemplating your legacy — we are here for you. When you work with us, it’s about going beyond investing. It’s about connecting your life and your finances.

We take a comprehensive and customized approach to your finances, by understanding your needs and goals and aligning your investment strategies to help meet those goals. Our depth of knowledge and experience, combined with our Firm’s capabilities and resources, enables us to provide high quality service, while offering advice and executing financial solutions for every stage of life.

Awards

Forbes 2024 Best-In-State Wealth Management Team

Our team is honored to have been named a Forbes 2024 Best-in-State Wealth Management Team. Peninsula Wealth Advisory Group strives to provide the highest quality of service and advice to our clients - individual investors, families, retirees, business owners, corporate executives and foundations. Forbes Best-in-State Wealth Management Teams ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and team, and are not indicative of future performance or representative of any one client’s experience. A special thanks to our clients, for the trust and confidence that you place in us each and every day.

Our Team

No needs are more important than your own. We pride ourselves in making your needs and goals, our own. We don't simply work for you. We work with you to understand who you are as an individual and as an investor. Our mission is to help you to define your financial objectives, and then use that knowledge to develop — together — a plan that is tailored to fit your unique needs and preferences, and is in your best interest. We’re proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation. ... Read more. Read less.

Randall L. Renneisen

Executive Vice President / Wealth Management, Financial Advisor

Robert B. Fischer, CFP®, CLTC®

Vice President / Wealth Management, Financial Advisor

Michael E. Toner

Vice President / Wealth Management, Financial Advisor

Matthew Lagoy, CFP®, CEPA®, CRPC®

Senior Registered Private Client Associate, Business Productivity Specialist

Denise Diaz

Private Client Associate

Online Access Client Portal

Simplify your finances with quick, convenient, secure access to your Janney account information using your desktop or mobile device.

What We Do

No matter where you are in life – we’re here for you through every step of your financial journey.

Business Retirement Plans

We are committed to working with your organization to deliver innovative, results-oriented strategies. Our step-by-step process has been developed to help you reach your goal of offering a well-designed plan, with high-level service, that helps your valued employees achieve financial security.

College Saving and Funding Plans

As the price of education continues to rise, affording the cost of college requires a customized plan to meet your funding needs, while balancing other expenses and goals.

Financial Planning

No matter where you are in life – we’re here to help you every step of the way. We have the knowledge and experience to analyze your current financial situation, and provide a personalized plan designed to meet your specific needs.

Community Involvement

We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.