Our Pledge to You
At Serenity Wealth Management, our tagline, Not the Same Old Advice, comes from our skepticism of some traditional strategies that may be sub-optional in today’s volatile markets. Our belief is that planning solutions should consider more than just traditional asset allocation, performance and diversification issues. Our pledge to you is that we will avoid trying to sell you some product or service. We don’t sell, instead we educate and inform. Our pledge is that we will show you unique options that go beyond the tradition solutions you have seen before. We offer “Not the Same Old Advice.”
Serenity Wealth Management is an independent firm providing planning-based wealth management for individuals, families, and small businesses. Curtis Hill is a Certified Financial PlannerTM providing planning services including fixed and index insurance solutions when appropriate. Curtis Hill and Irina Hill are also Investment Advisor Representatives (IARs) at the Registered Investment Advisor (RIA) firm Portfolio Medics, LLC. In addition to being an IAR, Irina Hill is also a CPA, MBA and Realtor. Both Curtis and Irina are also licensed insurance agents. 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.
Independence
Because we are independent, there is no pressure or bias towards proprietary solutions or proprietary strategies. Since Curtis and Irina have both insurance and security licenses they are equipped and trained to provide multiple solutions from both investment types best suited for our clients. You will find this a refreshing difference from how large investment broker/dealer firms may have been guiding you.
Advice
Because we are independent, there is no pressure or bias towards proprietary solutions or proprietary strategies. You will find this a refreshing difference from how large investment broker/dealer firms may have been guiding you.
Security
Serenity Wealth Management can be independent while providing the security of $1,000,000 per claim / $3,000,000 annual aggregate Errors and Omissions insurance coverage through the National Association of Professional Agents. Serenity Wealth Management will only offer insurance solutions from quality insurance carriers that are AM Best rated “A” or better.
Curtis Hill and Irina Hill are Investment Advisor Representatives, offering investment advisory services through, Portfolio Medics, LLC, assures that such investments will only be held in custodianship at major financial firms such as Axos and similar nationally known firms. Portfolio Medics, LLC, is a SEC registered investment advisor. Serenity Wealth Management and Portfolio Medics, LLC are not affiliated. An independent firm reporting your positions and account value is an important safeguard and security feature. No funds are held or accepted directly by Curtis Hill, Irina Hill, or Portfolio Medics.
As a Certified Financial PlannerTM Curtis Hill has met the exhaustive training and ethical standards of the CFP board. Curtis is also subject to continued educational requirements and compliance review.
We look forward to helping you pursue your insurance and financial goals and are thankful for your continued trust.
Go to the Calendly.com calendar link below to schedule an appointment with an expert, Curtis Hill or Irina Hill. Discover how a discussion with the right person can change your life. Learn how “Not the same old advice” can benefit you.