A complete list of active advisors currently associated with Serenity Capital Advisors Inc.

Warmer can help you find a great advisor at Serenity Capital Advisors Inc. or one who fits your needs even better.

Serenity Capital Advisors provides wealth management and financial planning to individuals (including high‑net‑worth clients), trusts, estates, corporations and retirement plans. Services include discretionary portfolio management, standalone financial planning, and retirement-plan advisory work intended to assist plan sponsors with ERISA fiduciary duties. The firm builds customized, household-level asset allocations and implements them on a discretionary basis with a long‑term orientation while incorporating technical charting alongside fundamental, cyclical and economic analysis. Portfolios are monitored regularly and may be rebalanced or traded for shorter‑term adjustments when client objectives or market conditions warrant, and the firm coordinates with clients’ other professional advisers. Notable distinctions include a pronounced use of technical/charting analysis as part of its core investment process and an explicit offering of ERISA 3(21) retirement-plan oversight and benchmarking services for plan sponsors. Serenity typically requires a substantive account minimum or minimum fee to establish relationships, directs clients to a designated institutional custodian for custody and fee deduction, and does not accept commissions or performance‑based fees.

To learn more about the advisors currently working at Serenity Capital Advisors Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.