In this fast-paced world we live in, it can be difficult to learn about the right investment opportunities and get the right advice to give you peace of mind and financial security. Richard Little and his wealth management company Serenity Wealth Management is an innovative financial adviser primarily focused on those who still have jobs, particularly those who work as corporate executives, medical professionals, business owners, and sales professionals.
The last 18 months have been very challenging for both individuals and businesses. As the global pandemic took hold and social distancing became common, it put significant pressure on the economy and saw record unemployment rates.
This, in turn, has caused many people to reassess their current position and financial stability in order to weather these unexpected events. Experienced financial advisor Richard Little understands how important it is to secure his financial position as soon as possible, and his company Serenity Wealth Management provides people with expert advice and support.
Growing up outside of Chicago, Richard has always had a keen interest in finances and money. This started at a young age when his grandfather gave him shares of Coca Cola, indicating that every time someone bought a bottle of coke, he would receive a penny.
Now, while this math might not have been correct, it was a message that stuck with him, and when he was 11, his school bought a classroom with new computers with bright colors and a logo that featured an apple on the back. They had taken a bite out of it. Not knowing at the time what the brand was, she had a feeling that it would be important and she asked her father to buy shares. However, her father opted for the most popular current actions that are advertised in the newspaper. This gave Richard his first lesson that quality was more important than popularity.
Fast forward to his college years, when he was a student at the University of Illinois at Chicago, he received a scholarship to Auburn University to complete a bachelor’s degree in Business Administration and Finance. It was during this time that his passion for investing began to bear fruit, and after his scholarship ran out, he used his knowledge and stock market earnings to cover his tuition costs.
Once he obtained his relevant licenses, he began his career as a financial advisor and began working in a variety of smaller companies and organizations. Learning valuable lessons and developing skills from him, in 2020 Richard decided it was time to fulfill his dream and start his own business and provide his clients with the level of service they deserve.
Serenity Wealth Management believes in providing its clients with world-leading service and advice. Using his decade of experience, Richard and his team are focused on providing working people with the best long-term investment opportunities. When most businesses stop solely at investments, Richard believes opportunities are missed if investments are not managed in conjunction with a sound financial plan and strategy using tax planning and advice.
Richard Little, owner of Serenity Wealth Management, He added: “Taking care of our finances has never been more important, but knowing the right opportunities and finding a financial advisor you trust can be very difficult.
Here at Serenity Wealth Management, our mission is to provide our clients with a superior level of service and a dedicated approach that has been specifically designed to meet their needs and requirements. I truly believe that people should not make decisions based on the latest article they read or short-term market movements, but instead use the guidance of talented advisors.”
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