Empowering investors, Enriching futures
About Serenity Capital Advisors
Our Mission
At Serenity Capital Advisors, our mission is simple: to bring clarity, confidence, and peace of mind to your financial life. We believe true wealth management is about more than investing — it’s about helping you and your family make thoughtful decisions that support your goals today, tomorrow, and for generations to come.
Our Difference
What sets Serenity apart is our family office–style service model. We integrate every part of your financial picture — investments, retirement planning, estate and tax strategies, charitable giving, debt planning, and even financial education — into one coordinated approach. By serving as a central resource, we simplify your financial life and ensure no detail is overlooked.
Unlike brokers who are paid by transactions or advisors who may focus solely on investments, we act as wealth managers — your partners in every stage of your financial journey. Our goal isn’t to beat a benchmark in any given year; it’s to help you stay aligned with the long-term return expectations in your personal financial plan, while protecting your wealth through disciplined risk management.
Our Values
As a fiduciary firm, we are legally and ethically bound to put your interests first — always. This client-first culture is the foundation of Serenity. We are dedicated to continuous learning, collaboration, and proactive communication, ensuring that every decision we make is guided by what’s best for you and your family.
Your Next Chapter
For clients joining us from our prior practice, know that the values, investment discipline, and personalized approach you’ve come to rely on remain unchanged. What’s new is a broader, more holistic service model designed to simplify your wealth and elevate your experience.
At Serenity, you’re more than a client — you’re family. And we are here to help you protect what you’ve built, pursue what matters most, and live with serenity.
CFP® Leadership
Serenity is led by a Certified Financial Planner™ professional, the highest standard in financial planning. This designation reflects not only deep technical expertise, but also a commitment to the strictest ethical standards in our profession. For our clients, it means you can expect advice that is always in your best interest, delivered with integrity, competence, and care.
The Serenity Team
At Serenity, we believe that exceptional client service begins with an exceptional team. While our leadership is firmly in place, we are actively building a rock-solid group of professionals — drawing both from familiar faces you know and trust as well as new talent who share our values of integrity, expertise, and fiduciary care.
Our vision is to create a team that embodies our family office–style approach — bringing together client service, investment research, communications, and leadership to provide a truly holistic wealth management experience.
Divya Singh, Vice President – Treasurer & Business Manager
Divya Singh serves as Treasurer and Business Manager of Serenity Capital Advisors, where she oversees the firm’s financial administration and business operations. She brings a background in banking and business management, including experience at Citibank and as Business Manager at Campus Ventures LLC, and also completed a certification in web development early in her career. Divya combines professional discipline with a thoughtful, long-term approach, supporting the firm’s stability, organization, and continued growth.
Agustin Nunez, Vice President, Client Services & Operations
Agustin Nunez serves as Assistant Vice President of Client Services and Operations at Serenity Capital Advisors. He works closely with clients to support their day-to-day service and operational needs, helping ensure a smooth, responsive, and well-coordinated experience. Agustin partners with the advisory team to facilitate account administration and client requests while supporting the ongoing execution of portfolio and planning strategies with a strong focus on accuracy, efficiency, and regulatory standards.
David Dancuta, Junior Portfolio Analyst
David Dancuta serves as Junior Portfolio Analyst at Serenity Capital Advisors, where he supports portfolio management, financial planning, and market research efforts. He works closely with the firm’s Portfolio Manager to analyze investments, conduct research, and support the implementation of portfolio and planning strategies. David brings strong analytical training and a disciplined research approach to his role, contributing to thoughtful, data-driven investment decisions.
Fee-Only Advisory Model
In a fee-only advisory model, an individual or firm registered with the U.S. Securities and Exchange Commission (SEC) under the Investment Advisers Act of 1940, or with the state, provides financial advisory services for a fee based on a percentage of assets under management. Such advisors are compensated solely by their clients and do not receive commissions or sales charges from third parties.
Serenity Capital Advisors is proud to be a
Serenity Capital Advisors Fee Model
Individually Managed Accounts: (charged on household balances).
Fees for individually managed accounts are tier priced as follows:
Account Size (household balances)
Fee (annual percentage) *
Up to $1,000,000
1.50%
$1,000,000 – $5,000,000
1.25%
Over $5,000,000
1.00%
*Management fee for portfolios over $10 million is negotiable
For more information regarding Serenity Capital Advisors’ fee structure and important disclosures please review in detail item 5 of the firm ADV Brochure.
Serenity Capital Advisors Fee Model
Individually Managed Accounts: (charged on household balances).
Fees for individually managed accounts are tier priced as follows:
Account size (household balances): up to $1,000,000
Fee: 1.50%
Account size (household balances): $1,000,000 to $5,000,000
Fee: 1.25%
Account size (household balances): over $5,000,000
Fee: 1.00%
*Management fee for portfolios over $10 million is negotiable
For more information regarding Serenity Capital Advisors’ fee structure and important disclosures please review in detail item 5 of the firm ADV Brochure.
