Investment Strategies

We Make Your Money Work for You

We Provide Fee-only Financial Planning.

Educational Savings Plans

A Jump Start on Your Childs Future

We Provide Fee-only Financial Planning.

Fee-Only: This means I earn no commissions on products I sell and that my compensation only comes from you.

The CFP® Certification is recognized as the most comprehensive designation with respect to financial planning.

The CFP® certification process, administered by CFP Board, identifies to the public that those individuals who have been authorized to use the CFP® certification marks in the U.S. have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients.

The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Serernity Wealth Advisors LLC (referred to as “Firm”) disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement and suitability for a particular purpose. Firm does not warrant that the information will be free from error. None of the information provided on this website is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. The information should not be relied upon for purposes of transacting securities or other investments. Your use of the information is at your sole risk. Under no circumstances shall Firm be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the materials in this site, even if Firm or a Firm ABV authorized representative has been advised of the possibility of such damages. In no event shall Firm have any liability to you for damages, losses and causes of action for accessing this site. Information on this website should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.

Professional Wealth Management

We provide financial planning services on topics such as retirement planning, risk management, college savings, cash flow, debt management, work benefits, and estate and incapacity planning.

Technology and TAMPs

We use the latest technology to manage your assets

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Secure Mobile Platform

Information at your Fingertips

RightCapital’s mobile app is your financial home base. With our advising to steer the way, it comes fully stocked with everything an anxious client may need to find peace of mind.

Clients can download the app from the Apple App Store or Google Play Store and see a comprehensive view of their finances at any point, right on their phone. They can log in to the app using the ID and password they use to access RightCapital –just be sure you give clients access to RightCapital

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