Who We Are
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.
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.
As part of our mission to help educate the community, Kathleen led a 6 session education series for 8th Graders at Prospect Park School.
JEVS Human Services
On Friday, August 9th, Kathleen had the pleasure of meeting with teens completing their summer internship with JEVs (Human Services Organization in Philadephia).