About Company

Serenity Wealth Management is a fee-only, fiduciary financial advisory firm based in Charlotte, NC (with an additional Chicago office) that provides comprehensive wealth management, retirement planning, investment management, tax-aware strategies, Social Security optimization, and estate planning; Serenity Wealth Management focuses on acting in clients’ best interests through personalized financial plans, active account management, collaboration with tax and estate professionals, and educational guidance to help clients achieve long-term financial security and peace of mind.

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