Serenity Wealth Management-CFP®, Fiduciary Financial Advisors

Easily understood is our goal. We are here to help you make wise choices that will last a lifetime. I am a Certified Financial Planner (CFP(c)), and my job is to strategize, implement, and monitor your customized plan. Our team knows this because our families face financial problems. Developing a strategy for paying off debt, saving for retirement, and college in today's world can be overwhelming and confusing. A Fiduciary Financial Advisor is committed to helping you meet the goals. We believe that the best approach to investing and preserving wealth is to question traditional ideas. Our Fiduciary approach means that we work for you and that your best interests are our highest priorities.

Jason and Richard are skilled, caring advisors who take time to understand their clients' financial needs, provide insightful advice, and create customized strategies for wealth management. According to the reviews, both build strong relationships of trust and are recommended for financial planning, investment discussions, and strategies. Jason and Richard care about their clients, answer questions promptly, and are responsive. One client says he is confident in his finances with Richard's management and that he feels more at ease because of the financial planning. These fintech pros also provide thoughtful advice to individuals, families, and businesses, as attested by many recommendations. Finally, the reviews show that clients enjoy working with both advisors for their professionalism and kindness, looking forward to working with them again and again.