Serenity Wealth Management
Finance · Illinois, United States · 1-10 Employees
View Company Info for Free
Overview
Headquarters
333 S Wabash Ave Ste 2700, Chicago, Illi...Phone Number
(312) 734-1415Website
www.serenitywm.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
1
About Serenity Wealth Management
Serenity Wealth Management is a fiduciary financial advisory firm headquartered in Chicago, Illinois. Founded in 2020, the company provides comprehensive financial planning and tax strategy services, including investment management, retirement planning, estate planning, and professional tax guidance. It serves individuals, business owners, and high earners, specifically targeting those categorized as High Earners Not Rich Yet (HENRYs). The firm delivers value through a holistic approach using CFP professionals who coordinate with CPAs and attorneys to optimize wealth preservation and tax mitigation. Its service offerings include 401k planning, RSU and ISO strategies, and college planning services.Explore more
Serenity Wealth Management Org Chart
Sell smarter with deeper company insights.
ZoomInfo gives you access to real-time firmographics, buying signals, org charts, and decision-makers - helping your GTM teams prioritize accounts, personalize outreach with AI-driven automation, and close deals faster.
Is Serenity Wealth Management your ideal customer? 
Let us give you the heads up on whether it's a good time to reach out
Click to see if Serenity Wealth Management had a recent Job posting/layoffs
Check if Serenity Wealth Management has recently received funding, and reach out quickly before it becomes old news!
Website visits: Recent activity has been detected on your website
Funding: Get notified immidiatlly once Serenity Wealth Management has new funding data
Product Launch: Get notified when Serenity Wealth Management launches new products
Earning: See what the market has to say on Serenity Wealth Management recently announced quarterly report
Check out if Serenity Wealth Management is spiking on competitors!
Serenity Wealth Management, which may be a good buyer, showed buying intent in Masked Content Topic
Congratulate Masked Content for being promoted to Masked Content at Serenity Wealth Management
Competitive Alert! Recent activity has been detected by your competitor Masked Content
Recommended Actions
Introduce yourself to Masked Content, who has shown a strong intent to purchase lately
Find 3 more new buyers
Compare Similar Companies to Serenity Wealth Management
Compare insights from companies similar to Serenity Wealth Management, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.
Revenue
Number of Employees
Type
Funding
Founded In
Serenity Wealth Managemen...
<$5M
1-10
Private
-
2011
JP
Jason PaplaskiFinancial Advisor & Manager, Private Wealth
Serenity Wealth Management Tech Stack
A closer look at the technologies used by Serenity Wealth Management
Top Finance Companies
Top companies in Canada by revenue
Top companies in Australia by revenue
Frequently Asked Questions Regarding Serenity Wealth Management
Sign Up For FreeTo access detailed company insights
Serenity Wealth Management is a fiduciary financial advisory firm headquartered in Chicago, Illinois. Founded in 2020, the company provides comprehensive financial planning and tax strategy services, including investment management, retirement planning, estate planning, and professional tax guidance. It serves individuals, business owners, and high... Read More
