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Serenity Capital Advisors

EST. AUM
$63,158,000

CONTACTS
1

CLIENT ACCOUNTS
129

Firm Details

Metro area Rochester
CRD Number 332396
Website serenitycapadvisors.com
Client types

Overview

Serenity Capital Advisors is an independent fiduciary wealth management firm dedicated to bringing clarity, confidence, and peace of mind to clients’ financial lives. The firm emphasizes a holistic, family office–style service model that integrates all aspects of wealth management, including investments, retirement planning, estate and tax strategies, charitable giving, debt planning, and financial education. Serenity positions itself as a long-term partner, focused on aligning wealth management with clients’ personal financial goals across generations.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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