Serenity Wealth Management

Description:
We are fee-only fiduciary financial advisors specializing in retirement planning and wealth management. Our unique approach comes from our goal of mitigating today’s volatile stock markets while optimizing investment performance. We believe investment advice, financial planning, and retirement planning should consider more than just traditional asset allocation, performance optimization and diversification. Our pledge to you is that we will design a plan to achieve your personal goals. By leveraging our knowledge, experience, and turnkey investment management we help, our clients with planning their successful retirement. Curtis Hill, Certified Financial Planner, and Irina Hill, CPA, MBA, Realtor bring all their unique skills to the table.

List of Services:
Wealth Management
Retirement Planning
Retirement Tax Planner
Quantitative Investment Management
Safer Investments

Number of Employees:
3

Date of Company Formation:
2013

Business Hours:
Mon: 08:00 - 19:00
Tue: 08:00 - 19:00
Wed: 08:00 - 19:00
Thu: 08:00 - 19:00
Fri: 08:00 - 19:00
Sat: 11:00 - 19:00
Sun: Closed

For more information, please contact us with the details below:

Contact Telephone:
+1 213-509-8245

Fax Number:
818 900 0699