Wealth Management

Managing your wealth regardless of what stage you’re in, from beginning to end, is a necessity in order to achieve the success you would like for yourself, your business, and your family.

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Private Equity Investments

Private equity can be much more stable than stocks and trades. We allow our clients to invest in the right private placements at the right times.

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Segregated Funds

Segregated Funds (or Guaranteed Investment Funds) are a great way to invest in the public markets, with an insurance wrapper around your mutual funds. This provides you with downside protection, and upside potential.

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Risk Management (Insurance)

Insurance is a necessity in life. Regardless of what stage we are in, job loss, sickness, and death can insurmountably affect our loved ones. You owe it to your loved ones to be protected.

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Strategic Tax and Estate Planning

We work with our clients and do a deep analysis of their financial strategies. This allows us to plan for not just ongoing tax bills, but those dreaded estate bills we leave behind for our loved ones.

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how can we help you?

Contact us at a Serenity Financial office nearest to you or submit a business inquiry online.

“The beginning of last year we sought the services of Daniel Morrow, to advise us on financial planning for our brand. Since that time, we have had several meetings, which have served a number of purposes including growth and investor partnerships.
Our entire team agrees that it has been such an enormous pleasure to work so closely with Daniel. Daniel’s approach to financial advising has always been very clear and thoughtful, as Daniel has consistently been able to explain complex ideas to us in very clear, simple terms. We have appreciated his gentle, thoughtful and moderate approach to big decisions. We could not recommend Daniel Morrow more highly, as he always works to put his clients totally at ease regarding delicate financial topics.”

President, Facility Operations

I have enjoyed working with Daniel for many years. I’ve always found him to be professional, sharp, and efficient. He really knows how to stay on top of things and is diligent until the end.

Bill Lu
Design Analyst, Slumber J

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