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About Us

Serenus Wealth Advisors is dedicated to providing holistic advice and sophisticated solutions to successful individuals and families. We simplify complex financial situations, empowering our clients to make intelligent decisions.

About Our Name

About Our Logo

The name Serenus embodies the tranquility and peace of mind that comes from knowing your financial well-being is our priority.

With a logo symbolizing water — a universal metaphor for tranquility and clarity — Serenus Wealth Advisors is dedicated to navigating clients through life's financial complexities.

About Our Name

The name Serenus embodies the tranquility and peace of mind that comes from knowing your financial well-being is our priority.

About Our Logo

With a logo symbolizing water — a universal metaphor for tranquility and clarity — Serenus Wealth Advisors is dedicated to navigating clients through life's financial complexities.

As a referral-based firm, we are honored by the trust our clients place in us with their wealth.

We are committed to setting a higher standard of service, maintaining transparency, and mitigating conflicts of interest. Our experienced and highly skilled team goes beyond traditional investment management to uncover opportunities for asset protection and growth. With an ethical and deeply personal commitment, we serve as true stewards of our clients' wealth.

We take a comprehensive view in managing all aspects of your financial affairs.

Building Long-Term Relationships

Taking a Client-Centric Approach

Safeguarding Your Assets

We focus on long-term growth and stability, aiming for partnerships that endure through market cycles and beyond.

Through robust, collaborative relationships, we deliver consistent and excellent service.

Serenus has chosen Fidelity Investments® as our custodian as part of our commitment to seek the highest level of protection for our clients' assets.

Fidelity Investments® is one of the world's largest providers of financial services. Founded in 1946, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, employee benefit programs, and many other financial products and services to more than 32 million individuals and more than 13,000 financial institutions. For more information about Fidelity Investments, visit Fidelity.com.

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