Serenus Wealth Advisors

It was an incredible month of July with our launch of Serenus Wealth Advisors (www.serenusadvisors.com), including the additional coverage in Barron’s this week! A big thank you to Charles Paikert for taking the time to speak with me and including us in his recent piece on the “New Breed of Breakaway Advisors”.??I invite you to read this great story and follow us Serenus Wealth Advisors to stay updated as we continue to grow! #SerenusWealthAdvisors #WealthManagement #Fiduciary #PrivateWealthManagement #WomenEntrepreneurs Advisory Services offered through Serenus Wealth Advisors an Investment Adviser registered with the U.S. Securities and Exchange Commission.

I want to express my enormous gratitude and thanks to my wonderful clients, vendors, strategic partners and friends for the incredible response you have shown us over the past few weeks since launching Serenus Wealth Advisors (www.serenusadvisors.com). I appreciate your trust and confidence and am excited to be building something truly special. I also want to give a very heartfelt thanks to the Serenus team for your tireless work making this monumental effort possible… your commitment and dedication is what will help drive our future success.? ? I look forward to speaking with each of you personally in the very near future and sharing more about Serenus Wealth Advisors! Devon Galindo, CFP?, ChFC?, AIF? Rebecca Tipp (Shaw), Laura Lemoine, CFP? Lonny Elfenbein CRCP, ChFC #SerenusWealthAdvisors #WealthManagement?#Fiduciary?#financialplanning #RIA #PrivateWealthManagement #WomenEntrepreneurs Advisory Services offered through Serenus Wealth Advisors an Investment Adviser registered with the U.S. Securities and Exchange Commission.

This week, we launched our new independent wealth advisory firm, Serenus Wealth Advisors (www.serenusadvisors.com), with the goal of bringing a holistic approach and breadth of knowledge to every client relationship. I want to express my sincere gratitude to everyone who has reached out with their support, well wishes and words of encouragement. We are thrilled to continue to provide our clients with sophisticated investment solutions, while advising on insurance and risk management, retirement, tax, and estate planning matters, all tailored to their needs. We invite you to follow us Serenus Wealth Advisors to stay updated as we continue to grow! And thank you to Diana Britton of wealthmanagement.com for the coverage this week: https://lnkd.in/gGmJMACY Advisory Services offered through Serenus Wealth Advisors an Investment Adviser registered with the U.S. Securities and Exchange Commission.