The Chicago Journal

Your Gateway to the Heartbeat of Chicago

Serenity Wealth Management Shares Why Finance with a Plan Misses the Mark

For a lot of people across the country, financial freedom seems trivial and out of reach. But one financial planning and consultancy group, Serenity Wealth Management, believes that it’s more attainable than most people think. Moreover, the group has been on a reliable streak of helping people achieve their financial goals through exemplary guidance and services. 

The company’s long history of reliable financial planning started many years ago when founder Richard Little grew up in the outskirts of Chicago. He had a strong interest and curiosity about how money worked and how the rich get richer from a young age. Richard’s grandfather was one of the first influences in his life, teaching him the power of investing and awarding him his first company shares.

“He gave me stocks of Coca-cola and told me that I would get a penny every time someone bought a bottle of Coke,” shares Little. “While the math might not have been correct, it stuck with me.”

In college, Richard Little started studying at the University of Illinois at Chicago, but then later received a scholarship to study Business Administration and Finance at Auburn University. In that season, his passion for investing grew more and began paying huge dividends. By the time his scholarship ran out, he was using his knowledge in investing in the stock market to pay his tuition costs. 

After graduating college, Richard picked up a CFP license and became a successful financial advisor. The year 2020 would become his monumental moment when he would start his own company, Serenity Wealth Management, amid a global pandemic and economic drift. Today, his company has become a world-leading finance service, giving clients top-level advice to help protect and grow their finances and assets. 

Serenity Wealth Management’s mission is simple yet powerful: to help people make better decisions, most specifically in the areas of wealth and money. The firm thrives in the belief that wealth management must go beyond giving investment advice and move into providing a complete plan for better financial success. As a result, serenity goes beyond the expected to provide tax planning and financial advisory to every client to fit their financial goals. 

Considering how volatile markets and money trends can be, Richard Little makes it a point to stay relevant and up-to-date. Only twenty percent of financial advisors have a CFP license, making Little’s insight a cut above the rest at some level. Moreover, he is highly passionate about finance and helping people win the investing game, generating significant results that challenge the norms of financial planning. Serenity Wealth Management isn’t afraid to think outside of the box when it comes to growing investments, challenging the conventions of financial strategies and wealth preservation at every turn. 

Accordingly, Serenity Wealth has experienced significant growth, reaching a double-fold increase milestone in a little over a year and their growth curve continues to bend upwards. In the next five years, Richard hopes to expand to several other states in the neighboring areas of Illinois and reach more people who are more than ready to grow their net worth through sound investing practices. 

Serenity Wealth Management continues on its path to providing money strategies to clients that help them achieve and even surpass their financial goals. Learn more about the company by visiting its website and Richard’s LinkedIn profile.

Share this article


This article features branded content from a third party. Opinions in this article do not reflect the opinions and beliefs of The Chicago Journal.