Founded in June 2024, Serenity Capital Advisors builds on over 25 years of combined experience in financial advising and wealth management. While we operate under this new name, our foundation is proven — blending deep expertise with a modern, client-focused approach designed to serve you better than ever.

Yes. We are an independent, privately owned registered investment advisory firm. This structure allows us to provide objective, conflict-free advice. We do not sell proprietary products or accept compensation from third parties, so our recommendations are always made with your best interests in mind.

Your accounts remain safe. Serenity Capital Advisors does not hold custody of your assets, instead, your investments are held with Charles Schwab & Co. Inc. We are only authorized to conduct trades in your account(s) and cannot move money without your expressed written consent. If our firm were to close, or your advisor were to leave, you would simply select another advisor or firm to manage your existing Schwab accounts.

As a fee-only fiduciary advisor, we are legally and ethically obligated to put your best interests first. Unlike brokers, our duty goes beyond individual transactions – we are committed to your long-term financial well-being, not sales goals or commissions.

We aim to provide bespoke strategies designed to serve a diverse range of clients, including:

• Multi-generational families
• Business professionals
• Retirees
• Trusts and retirement plans
• Small business owners

Not at all. We serve clients across the country and can meet in any way that works best for you, be it at our office, your home or workplace, or even virtually. With today’s technology, we ensure consistent communication and support no matter where you live. We offer secure video conferencing, phone calls, email, and a client portal where you can access your accounts and documents at any time. This allows us to stay closely connected, provide timely updates, and be available whenever questions arise, whether you’re across town or across the country.

We tailor every investment recommendation to your unique goals, risk tolerance, and overall financial situation. Each investment is carefully evaluated for how it fits within your broader portfolio, with a focus on balancing growth potential, risk management, and cost efficiency.

It all begins with a conversation. To schedule a complimentary, no-obligation consultation, call us at (877) 975-3383 or email info@serenitycapadvisors.com. We look forward to learning about your goals and helping you build a brighter financial future.

While we do have a minimum relationship size, our priority remains in building meaningful relationships, not meeting a specific AUM targets. After an introductory meeting, if we believe we can help you achieve your goals, we’ll find a way to work together. And if we’re not the right fit, we’ll gladly point you toward resources better aligned with your needs.

Your accounts are held at Charles Schwab & Co. Inc., a member of SIPC. Schwab safeguards your assets, executes trades on your behalf, and provides trade confirmations and account statements (monthly when there’s activity, and at least quarterly otherwise).

Your accounts are protected by the Securities Investor Protection Corporation (SIPC), which helps restore securities and cash if a brokerage firm fails. SIPC coverage does not protect against market losses, poor investment decisions, or the purchase of unsuitable investments.