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Serenity Wealth Management
- Investment Service
- Chicago, IL
About this business
At Serenity Wealth Management, we provide comprehensive financial planning services designed to help you achieve your financial goals. As Certified Financial Planners (CFP), our Financial Advisors here in Chicago and the Chicago area bring a high level of expertise to every aspect of your financial plan. As a fiduciary, we always put your interests first and provide transparent and objective advice. Whether you need help with retirement planning, investment management, or tax planning, our experienced financial advisors can ... read more
Location details
333 S Wabash Ave, Suite 2700, Chicago, IL, 60604, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 08:00 a.m. to 5:00 p.m. | |
| Tue | 08:00 a.m. to 5:00 p.m. | |
| Wed | 08:00 a.m. to 5:00 p.m. | |
| Thu | 08:00 a.m. to 5:00 p.m. | |
| Fri | 08:00 a.m. to 5:00 p.m. | |
| Sat | 10:00 a.m. to 5:00 p.m. | |
| Sun | Closed |
Jason does a great job of explaining strategy, people's options, and then giving them the ability to make their own decisions. He will be honest with you about what the results would be and whether you might have a hard time reaching your financial goals based on how you choose to handle things too, to help you make an informed decision. If we ever have questions about the strategy and the "whys" and "hows" behind his recommendations, he can break it down and explain it in a way that is accessible to people who aren't very f... read more
Jason and Serenity Wealth Management have been instrumental in transforming my financial landscape over the past few years. From the beginning, Jason took the time to understand my unique situation and continually provides tailored advice based on my long-term financial goals and evolving life circumstances. After multiple discussions, he was very thorough with analyzing my financial situation and future objectives. Previously, I had used automated investment platforms to manage my portfolio (Acorns, Robinhood, Titan), and ... read more
Richard Little was a dynamic and engaging speaker at our financial investment workshop. His expertise as a financial advisor is undeniable. Through an interactive presentation he created an environment that engaged the audience throughout the session and delivered real-life takeaways. We received numerous comments from our members that the presentation was helpful insightful and with a content that can be applied to building financial security and wealth. Everyone left feeling excited and motivated to act.
I am a dental professional and have been wanting to start investing and planning for retirement, but I have always been skeptical about using financial advisors. However, after meeting Richard Little, I learned that his investing philosophy aligns with my own, which involves safe and long-term growth strategies. He is NOT the typical “salesman” type of financial advisor that I was expecting; he prioritized our financial goals over his own. He is very knowledgeable and transparent with his advice and he clearly demonstrates h... read more
I was looking for a Financial Advisor that I felt comfortable was putting my best interest in mind. As I have found all too often, some advisors are pushing methods that benefit themselves or their firm over the specific needs of the client. Jason took the time to have several conversations about various options and their impact on my financial future, giving advice and adding valuable insights along the way. His approach to financial management made me feel at ease that my investment strategy was in line with my financia... read more
Frequently asked questions about Serenity Wealth Management
How is Serenity Wealth Management rated?
Serenity Wealth Management has a 5 star rating with 38 reviews.
When is Serenity Wealth Management open?
Serenity Wealth Management is closed now. It will open on Monday at 8:00 a.m.