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LACC Update
Sveiki/Hello,
Welcome to this month’s issue of the Latvian American Chamber of Commerce Newsletter. This month we are featuring two Financial Advisors, located in different parts of the country, Lauris Lambergs, Chief Investment Officer and Co-founder, Rennaisance Wealth Advisors and David Pocs, Owner of Gratitude Wealth Management.
The Spotlight Latvia event which took place on May 2nd in Denver, Colorado, was a great success. We look forward to planning the next event and are already in the process of identifying the location.
Lastly, please welcome the newest members of the LACC. The strength and success of this organization is based on the membership and the willingness to engage and support each other.
Paldies/Thank you and have a successful and productive June.
Mikus Kins
President
Latvian American Chamber of Commerce
mkins@LatvianChamber.com
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We appreciate everyone's support in making this event a success, Thank You! We are already beginning to plan for the next event and will keep everyone apprised.
The Spotlight Latvia Denver business conference, was organized by the Latvian American Chamber of Commerce in cooperation with the Foreign Ministry of Latvia, the Latvian Investment and Development Agency, the American Chamber of Commerce in Latvia and the American Latvian Association. The event was attended by over 130 individuals, representing over 80 different companies and government agencies.
 
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 Member Spotlight: Lauris Lambergs
1. Tell us about your company and what you do.
Renaissance Wealth Advisors is a Financial Planning and Investment Management boutique firm that creates and sustains long-term financial well-being for our clients, both in the US and across the globe. By recognizing that each client has a unique family logic in considering and making complex financial decisions, we are better able to apply our Renaissance 8-step process, addressing both the financial and relational needs and goals of our clients.
2. What interesting projects are you working on?
Our efforts are heavily focused on two primary areas of specialization: (1) working with Cross-Border Families, those clients with financial roots both here in the US and elsewhere across the globe (especially Latvia!). These families face particular complexities when it comes to organizing and managing taxes, real estate, investments, pensions, marital laws, health care, etc, etc. Our 8-step process combines with decades of personal experience to effectively coordinate each family's unique path forward across multiple jurisdictions and nationalities. (2) given the increasing convergence between wealth and health, we work with all our clients to maximize the unique benefits of such tools as Health Savings Accounts towards their financial well-being. In time, these combined health/wealth solutions will become just as, if not more, important than 401k's for those working towards a worry-free retirement.
3. What challenges does your company face over the next 12 to 24 months?
Friends since the 3rd grade, my Partner Jon Loer and I founded Renaissance earlier this year. We have been fortunate to have seen so quickly a great number of friends, family and others we know join RWA as clients. Over the next 2-3 years, we are looking to expand our clientele, by partnering with families looking to enjoy today, plan for a worry-free retirement, raise financially self-sufficient children and leave the appropriate legacy for future generations.
4. How can other members of LACC assist you?
We specialize in working with cross-border families, those with financial ties both in the US and elsewhere across the globe. To the extent the LACC community is aware of friends, family or others struggling with a particular financial need - whether here, in Latvia or elsewhere - we gladly offer our help. While we may - or may not - be able to take them on as a client, we can at least give them some strategic guidance and help them to avoid making big mistakes.
5. What can you and/or your company do to assist other LACC members?
While new to the LACC, we are looking forward to learning more about the membership and referring our clients, friends and family to other LACC members when possible.
6. Do you have any scheduled travel plans where you may want to meet with local LACC members or attend a local event?
We have travel planned to the West Coast later this autumn, as well as more frequent trips to the NYC and DC areas throughout the course of the year. We also gladly look forward to connecting with LACC members when in the Boston area.
7. Any last thoughts you want to share?.
I've attached a couple of pictures from a recent trip to India. While geographically far apart and with populations at the opposite ends of the spectrum, we were struck by India in a number of ways, not least of which were the number of small idiosyncrasies India shares with Latvia (beautiful flowers everywhere, common symbols / tautas zimes, etc).
8. Please provide us with a link to your company’s website.
Our website is www.rw-advisors.com. We are in the process of updating this and look to have the new version live by late June.
Lauris S. Lambergs, CIMA®
Co-Founder & Chief Investment Officer
Renaissance Wealth Advisors, LLC
T: 617.818.6489
Riverside Center
275 Grove Street, Suite 2-400
Newton, MA 02466
 
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 Member Spotlight: David Pocs
1. Tell us about your company and what you do.
We are a full-service financial firm committed to help pursue people's financial goals. We offer a wide range of financial products and services to individuals, not-for-profit organizations, and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.
Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don’t have a product or service, we know a group that does.
2. What interesting projects are you working on?
I've been working with some older clients to help with retirement cash flow, long-term-care needs, charitable distributions, and family legacy and determining an appropriate balance of strategies to achieve their goals.
3. What challenges does your company face over the next 12 to 24 months?
Automatic investing, and robo advisors have become popular. These tools may be appropriate in some circumstances but it is difficult to take into account emotions. Rarely do they offer the depth and breadth of strategies that can be found by an independent financial advisor that will listen to you and hear your emotions and concerns.
4. How can other members of LACC assist you?
Any referrals are appreciated. The people I help are usually people that have had some sort of life event and transition Financial advice is often needed as the result of a job change, marriage, divorce, retirement, death of a family member or birth of a new one!
5. What can you and/or your company do to assist other LACC members?
Please link with me on LinkedIn. This will give you an idea of who I'm connected to in the Denver area.
6. Do you have any scheduled travel plans where you may want to meet with local LACC members or attend a local event?
I will be in NYC fro June 6-11 with my son enjoying some baseball, the Belmont Stakes and my mom's first residence in the USA, Ellis Island. I will also be in the DC metro area at the end of July for a family get together.
7. Any last thoughts you want to share?.
UC Berkley has a Greater Good Science Center that does research on gratitude. Research on positive emotions shows that grateful people are happier and more successful in their lives than those who are less grateful.
8. Please provide us with a link to your company’s website.
Our website is Www.gratitudewealth.com.
David J. Pocs, MBA
LPL Financial Advisor
Gratitude Wealth Management
10754 Belle Creek Blvd #109
Henderson, Colorado 80640
Office: 303.393.2454
Cell: 303.520.4415
Fax: 720.523.5444
Email: david.pocs@lpl.com
www.gratitudewealth.com
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Networking Event - May 23rd, Austin, TX
For the next event in September, we will plan on meeting at a Latvian owned restaurant in Austin called "Plate by Dzintra". Tentatively, Peter Ragauss, the Latvian Honorary Consul for Texas, is planning to be our "Honorary" guest.
We will keep everyone informed of the date.
Larisa R. Brosko
LACC Regional Director - Texas
773-988-7164 (Cell)
Larisa.lacis (Skype)
Larisa@btgsystems.com
www.btgsystems.com
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New Members
Please welcome the following new members:
Matiss Klavas, Financial Advisor, Edward Jones
Linda Cukurs, CFO, Michell Enterprises LLC
Peteris D'Carlo, Vice President (Americas Marketing & Sales Director), SAF Tehnika
Laura Zommere, Management Consultant in Automotive Industry, Sole Proprietor
John R. Deal, Executive Chairman & CEO, IX Power Companies
Dina Piterniece, Broker Associate, Porchlight Real Estate Group
Arvid Grinbergs, IT & Software Consultant, Pseudosoft
Lauris Lambergs, Co-Founder & Chief Investment Officer, Renaissance Wealth Advisors
Peteris Racenis, Trader, MWO Trading
Maris Pukitis, Lead Developer, Right Point
David Pocs, LPL Financial Advisor, Gratitude Wealth Management
For contact information, please use the LACC website, "Members Only" section.
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Membership Drive
New Members are now able to register directly through the website:
Latvian American Chamber of Commerce
Please reach out to your network and actively recruit new members.
Paldies,
Andris Cukurs
Latvian American Chamber of Commerce
acukurs@LatvianChamber.com
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Upcoming Events
AmCham's Upcoming events: https://www.amcham.lv/en/events-2/save-the-date
LIAA calendar of upcoming events http://www.liaa.gov.lv/lv/calendar/month
Aug. 25 - Baltic Way Anniversary - Chicago, IL
Nov. 16th - "Valsts Svetki – Nov 18th" will be celebrated this year on Nov 16th in the afternoon in Chicago organized by the United Latvian Associations of Chicago.
Nov. 21 - Digital Freedom Festival - Riga, Latvia www.digitalfreedomfestival.com
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Job Board
Offer great opportunities to help our community today!
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