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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 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
Serenity Wealth Management is an amazing company. The team is super responsive to all of their client's needs and is very patient with questions. I would highly recommend them as fiduciary advisors. Thank you so much for your quick responses and support.
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.
Jason Paplaski is my ideal financial advisor. He is extremely in touch with the markets and knowledgeable about the intricacies involved in financial planning. He is always there is always a phone call away and a great teacher. Jason takes the time to understand ever client and their individual needs, and will build a plan with you. He is frequently in touch giving updates from the market side and assessing changes on my side. I can say he always has my best interest in mind, the most important quality for an advisor in my b... read more
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
Frequently asked questions about Serenity Wealth Management
How is Serenity Wealth Management rated?
Serenity Wealth Management has a 5 star rating with 37 reviews.
When is Serenity Wealth Management open?
Serenity Wealth Management is open now. It will close at 5:00 p.m.