WE HEAR YOU. WE ADVISE YOU. WE SIMPLIFY YOUR FINANCIAL LIFE.
Our Mission is to grow your assets and retain your wealth so that you can enjoy financial freedom.
At Serano Wealth Advisors, we simplify your financial life. With over fifty years of experience in the Financial Services Industry, we see clients through cyclical Markets with a steady and seasoned hand. We do this by managing and monitory your assets through our investment management programs.
Our team will work with you to create a customized, goals-based plan that identifies how you want your wealth to work for you and the quality of life you want to have. For instance, what sources of income will you rely upon in retirement? Will your assets be able to support your income needs over your lifetime? Are your assets properly invested, based on your risk profile and time frame? By listening to your answers, we frame a financial plan that addresses these needs, provides a time frame and actions to take to reach your financial goals. Then, we monitor the plan with you on a regular basis.
Our clients enjoy a trusting and personal concierge relationship with us through all mediums, be it in person, through e-mail, or delivery of Janney’s many services and resources online. Responding to our clients in a timely way with complete professionalism, competence and confidence is of paramount importance. Because of this, our clients rely on us as their financial eyes and ears to the world.
