About the Business
Richard Little of Serenity Wealth Management is an experienced fiduciary financial advisor and Certified Financial Planner™ who assists individuals, families and business owners. With nine years in the field and eight years as a financial advisor, Richard has a focus on financial planning and advanced wealth and tax strategies.
We provide our clients with an integrated and holistic view into their finances. As a CFP® all active clients receive free financial plans which include live access to assets and liabilities for advanced net worth tracking. This includes accounts held with us and elsewhere.
Richard encourages clients to come to him for financial advice on any aspect of their lives, such as purchasing a new home, getting their budget in order or analyzing job offers. For certain clients, we work with local CPA's to provide an all-in-one service at no extra cost, helping to identify strategies usually overlooked when both professions are not working together.
The services we offer include: retirement planning, investment management, portfolio management, tax planning, certified financial planner™ CFP® and fiduciary.
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- I started as a Financial Advisor for Edward Jones back in 2010 where I worked for 5 years. After successfully building a loyal client base I wanted to become a fiduciary and offer additional and more in depth services for my clients. So in 2015 I left and became an independent fiduciary financial advisor where I could offer unbiased advice and get rid of any and all commission based investment products. After achieving my CFP® I also added in depth tax planning to my service line up as well working with clients CPA's to make sure every potential tax savings strategy was being used.
- (312) 734-1415
- 333 S Wabash Ave Ste 2700, Chicago, IL 60604
- Visit Website
Opening Time
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Mon
9:00 AM - 5:00 PM
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Tue
9:00 AM - 5:00 PM
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Wed
9:00 AM - 5:00 PM
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Thu
9:00 AM - 5:00 PM
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Fri
9:00 AM - 5:00 PM
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Sat
Closed
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Sun
Closed