A complete list of active advisors currently associated with Serenity Investment Advisors

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

Serenity Wealth Management provides fee-based investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm also offers pension consulting, coordinates third‑party money manager relationships, and advises on private placement and alternative investments for qualified clients. The firm describes a tactical allocation approach supported by fundamental analysis and fifteen proprietary model portfolios that can be customized for client risk profiles; it may use options and margin as part of its strategies. Although Serenity describes discretionary portfolio management in its advisory services, its regulatory filing shows a substantial portion of assets are managed on a non‑discretionary basis (about $258.3 million of $513.6 million in AUM). Noteworthy distinctions include an explicit affiliation with Serenity Tax and Accounting, with owners of the advisor also owning that tax/accounting entity and disclosing referrals and compensation; the firm notes it may cover the cost of tax services for certain clients under $250,000 thresholds, which it identifies as a potential conflict of interest. Serenity also documents a detailed private placement due diligence and monitoring process and provides written investment policy guidance for pension clients, practices the disclosure of conflicts such as insurance commissions, and outlines referral relationships with third‑party managers.

To learn more about the advisors currently working at Serenity Investment Advisors, 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.