Serenity Wealth Management

Financial Services • O'Fallon, Missouri, United States • 1-10 Employees

Company overview

Headquarters	2315 Technology Dr, O'Fallon, Missouri 63368, US
Phone number	+16363339819
Websites	serenitywealthnow.com serenitywealthmgmt.com
NAICS	52
Keywords	Investments, Wealth Management, Annuities, Retirement Planning, Life Insurance, Financial Planning, Long-Term Care, Tax-Free Retirement, Legacy & Estate Planning, Strategies For Business Owners, Stress-Free Retirement
Founded	2021
Employees	1-10
Socials

Key Contact at Serenity Wealth Management

John Kendon

Financial Director

Serenity Wealth Management Email Formats

Serenity Wealth Management uses 1 email format. The most common is {first initial} (e.g., j@serenitywealthnow.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@serenitywealthnow.com	100%

About Serenity Wealth Management

At Serenity Wealth, we believe financial planning should feel less like a burden and more like a relationship. Our mission is to help families, individuals, and business owners face the future with competence, confidence, and care so they can enjoy today without fear of tomorrow. We specialize in guiding: 👨👩👧👦 Established families in their 40s and 50s preparing for college, retirement, and beyond 🧭 Individuals nearing retirement who want peace of mind and clarity for the road ahead 🏢 Small business owners looking to align financial planning with succession and legacy strategies As financial strategists, we focus on making complex decisions approachable and simple. You don’t need to have everything figured out. That’s why we’re here. Our role is to help you create a clear, personalized strategy that balances your plans for today with your vision for tomorrow. Serenity Now and Sanity Later. Because when you have a trusted partner by your side, financial planning stops being something to fear and becomes the foundation for living fully in the present. That’s the path to Financial Serenity, and you deserve it too. Investment advice offered through Fortis Capital Advisors, a SEC Registered Investment Advisor. Insurance & Education services offered through Serenity Wealth Management.

Serenity Wealth Management revenue & valuation

Annual revenue	$256,665
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$821,328
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Entry

Vice President

Employees by Department

Serenity Wealth Management has 2 employees across 1 departments.

Departments

Number of employees

Funding Data

Serenity Wealth Management has never raised funding before.

Serenity Wealth Management Tech Stack

Discover the technologies and tools that power Serenity Wealth Management's digital infrastructure, from frameworks to analytics platforms.

Google Workspace

Apache HTTP Server

Web servers

jQuery

JavaScript libraries

PHP

Programming languages

Calendly

Appointment scheduling

Open Graph

Miscellaneous

Vimeo

Video players

GSAP

JavaScript frameworks

WordPress

Blogs

lite-youtube-embed

JavaScript libraries

Bootstrap

UI frameworks

YouTube

Video players

Frequently asked questions

Serenity Wealth Management is located in O'Fallon, Missouri, US.

You can reach Serenity Wealth Management at +16363339819.

Serenity Wealth Management was founded in 2021, making it 5 years old. The company has established itself as a significant player in its industry over this time.

Serenity Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Serenity Wealth Management

John Kendon

Financial Director

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