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Serano Wealth Advisors
Our Team
Our team will work with you to create a customized, goals-based plan that identifies how you want your wealth to work for you and the quality of life you want to have. For instance, what sources of income will you rely upon in retirement? Will your assets be able to support your income needs over your lifetime? Are your assets properly invested, based on your risk profile and time frame? With this information, we frame a financial plan that addresses your needs and provides a time frame of actionable items that you can take to help reach your financial goals. Our clients enjoy a trusting and personal concierge relationship with us through the mediums that are convenient to you — be it an in-person meeting, e-mail, or through Janney’s many online resources. Responding to our clients in a timely way with complete professionalism, competence, and confidence is of paramount importance to us. Because of this, our clients rely on us as their financial eyes and ears to the world.  At Serano Wealth Advisors, we hear you. We Advise you. We simplify your financial life.   ... Read more. Read less.
Online Access Client Portal
Simplify your finances with quick, convenient, secure access to your Janney account information using your desktop or mobile device.
Community Involvement
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.
Preferred Communication Method
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.