Enjoy the Lifestyle You Deserve

Enjoy the Lifestyle You Deserve

We design customized solutions to meet your needs in an ever-changing environment.

We design customized solutions to meet your needs in an ever-changing environment.

Hi, I’m Chris!

I created Serenity Wealth Management based on a belief. It’s about peace of mind and just like the people I work with, you deserve it too!

Wealth Accumulation

Income Planning

Legacy Planning

Long Term Care

Our Mission

Our Mission

Your guide down the path to the Financial Serenity you deserve. Our holistic approach uses a combination of investment advisory, insurance, and tax considerations to drive value to the communities we serve.

Our Mission

Our Mission

Your guide down the path to the Financial Serenity you deserve. Our holistic approach uses a combination of investment advisory, insurance, and tax considerations to drive value to the communities we serve.

Our Approach

Our approach is strategically designed to build relationships with those we serve, understand individual concerns, apply our expertise, and develop customized solutions to provide peace of mind. We call it Financial Serenity, and you deserve it too.

STEP 1.

Discover

Understand your unique goals and objectives

STEP 2.

Analyze

Perform an in-depth review and stress test for key financial risks

STEP 3.

Strategize

Review observations and develop customized strategies in line with your goals

STEP 4.

Implement

Strategies to mitigate your concerns

STEP 5.

Maintain

Monitor, review, and adjust as needed

Receive Your COMPLIMENTARY Copy of

“A CPA’s Guide to Tax-Free Strategies for Long-Term Care”

A hands-on guide to creating tax-free money for long-term care, using your IRA for long-term care, how to legally protect your assets and much more!

Receive Your COMPLIMENTARY Copy of

“A CPA’s Guide to Tax-Free Strategies for Long-Term Care”

A hands-on guide to creating tax-free money for long-term care, using your IRA for long-term care, how to legally protect your assets and much more!