WI · Salem Lakes

Fiduciary advisors in Salem Lakes, WI

1 advisor with offices in Salem Lakes. Credentials, fee structures, and minimums are disclosed on each listing.

1 listed Low coverage · not indexed

1 results in Salem Lakes

Serenity Wealth Management, Sean O'Connor MBA

Fiduciary ★5.0(7)

Salem Lakes, Wisconsin

CFP

Investment Management Wealth Management

Serenity Wealth Management, based in Salem Lakes, Wisconsin, is led by Sean O'Connor (MBA, CFP) and provides financial planning and investment management services as a fiduciary firm. The practice works with certified financial planners on staff and coordinates with CPAs and attorneys for clients requiring tax and estate planning services. The firm employs a goal-based planning process that begins by identifying and prioritizing client objectives before structuring investments, and serves clients across multiple life stages from early career through retirement and wealth accumulation. Serenity has been recognized by AdvisorHub as a top RIA to watch for three consecutive years.

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Financial advisors in Salem Lakes, Wisconsin

Advisors serving Salem Lakes specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Wisconsin's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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