Wealth Management

When it comes to managing your wealth, every piece of your financial plan is important.

We are committed to serving you and seeing you through your most significant financial decisions.

We interpret the details of your financial situation and partner with you to develop a wealth management strategy that gives you comfort and confidence. Whether you are just beginning to build your wealth or you are making plans for estate planning or retirement, we are here to help you navigate the decisions.


The Serafini Approach to Wealth Management

Wealth management is the process by which we work together to develop a comprehensive strategy for managing your financial life and create a long-term plan customized to your unique needs. Our client-centered approach takes into account your specific interests, concerns, and needs. We serve as a consultant to advise you in a way that optimizes your financial situation and protects your assets as you plan for the future.

The process starts by examining the wealth-strategies universe and its modules:
  • Investment planning: how to properly allocate assets
  • Retirement planning: how to generate income in retirement
  • Estate planning: how to preserve & transfer your assets
  • Insurance planning: how to protect your assets
  • Business planning: how to maximize assets for retirement
  • Tax planning: how to minimize your tax burden

By exploring each module in detail, we’ll determine which ones require our immediate attention and which ones are more long-term in nature. From our discovery, we will work with you to assemble an implementation plan for your financial future.


An important benefit of working with a Serafini Financial advisor is that we continually review and evaluate your plan.

If your circumstances change at any level—business, financial, personal, or otherwise—we have a process for evaluating and adjusting your wealth-management strategy. Our goal with wealth management is helping you grow and protect your wealth for your business, your family, and yourself.