Create a plan for your financial success that meets you here...
...and takes you there.
There is your financial story, written by you with expert advice and guidance. You envision your ending, we will help get you there.
Years of experience helping individuals and families plan, invest, spend and pass on their wealth has led us to develop a financial plan with dynamic investment strategies are easy to understand and follow.
We want you to focus on working at life, instead of a life of work.
It is not only about the numbers, or the QUANTITATIVE, at Serene Point either.
It is also about the QUALITATIVE aspect of planning your life. Knowing why you are saving and investing a certain
way is a lot more satisfying when we can connect it directly to your motivations, values and goals.
Read about our four point approach.
01
Collaborate
Coming together is a beginning,
staying together is progress,
and working together is a success.
- Henry Ford
A strong and prosperous relationship begins with a conversation.
The discovery process will take a different path for every person but we promise to listen, connect and understand you personally. Then together we can craft a plan that puts you on a secure path towards each and every one of your goals.
02
Invest &
Grow
In the short run the market is a voting machine, but in the long
run it is a weighting machine.
- Benjamin Graham
We use investment strategies that are time-tested and timeless.
Investing properly for your personal situation is critical for success, whether your focus is on growth or protection. Using a diversified approach to money management and only buying low-cost and publically available securities, we proactively manage your investments to see you through every economic climate. You will always know what you are invested in, how it fits into your plan and how much it costs. And we will always apply the patience and discipline that investing requires.
03
Strategy &
Discipline
Perception is strong and sight weak. In strategy it is important to see distant things as if they were close and to take a distanced view of close things.
- Miyamoto Musashi, legendary Japanese swordsman
Evaluating, monitoring and adjusting your plan as your life changes are critical parts of our strategy.
We have developed a Living Financial Plan that is written together and updated annually with you. Likewise, investment decisions are discussed and reviewed at multiple checkpoints over the year to keep you updated in a world in constant flux. We are proactive with both your financial and investment plan.
04
Teamwork
Individual commitment to a group effort - that is what makes a team work, a company work, a society work, a civilization work.
- Vince Lombardi
Your circle of advisors is important to us and we’ll communicate, upon your direction, to make sure that we are all working together.
We are proud of our history of collaboration with our clientele’s team of professionals and respect relationships you currently have in your financial sphere. We also have a deep bench of trusted specialists in the fields of accounting, estate and family law, insurance and banking, among other areas of expertise.
We do not accept or provide commensuration for referrals but make warm introductions to professionals so that you have the advice and support needed every step of the way.