Serenity Wealth Management - Long Beach and Los Angeles area Email Formats

About Serenity Wealth Management - Long Beach and Los Angeles area

Serenity Wealth Management is a full service, independent firm providing planning-based wealth management for individuals, families, and small businesses. Their tagline, Not The Same Old Advice, comes from their skepticism of some traditional strategies that may be sub-optimal in today’s volatile markets. Serenity Wealth Management believes that portfolio construction should consider more than just traditional asset allocation and diversification issues. Independence Because they are independent, there is no pressure or bias towards proprietary investments or proprietary strategies. This is different than how larger firms will guide you. Advice They help their clients avoid common investor pitfalls such as emotional investment decisions, focusing on short-term performance, insufficient portfolio diversification, and over-focusing on market upside performance while ignoring downside risks. Curtis Hill Provides insurance services through Serenity Wealth Management. Investment advisory services are offered through a separate entity, Portfolio Medics, LLC, a SEC registered investment advisor. Serenity Wealth Management and Portfolio Medics, LLC are not affiliated. CA Insurance Lic #0B50660. 1223 Roxbury Drive, Suite 303 Los Angeles, CA 90035 #213-509-8245

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