Serenity Wealth Management - Chicago, Illinois

Marissa C.

Jason and Serenity Wealth Management have been instrumental in transforming my financial landscape over the past few years.

From the beginning, Jason took the time to understand my unique situation and continually provides tailored advice based on my long-term financial goals and evolving life circumstances. After multiple discussions, he was very thorough with analyzing my financial situation and future objectives. Previously, I had used automated investment platforms to manage my portfolio (Acorns, Robinhood, Titan), and the results could be described as ‘meh.’ With Jason’s guidance I now have a stronger investment strategy, improved results, reduced debt, and increased savings. Aside from this objective improvement to my balance sheet, Jason has strengthened my financial literacy with his clear market analyses and investment recommendations. He always takes the time to listen to my questions (big or small) and I am confident that he has my best interests in mind.

I am in a completely different financial place now compared to where I was two years ago, thanks to Jason’s expertise. I only wish I had reached out to Serenity Wealth Management sooner. However, I am looking forward to the years ahead!

Pasinee B.

Serenity Wealth Management is an amazing company. The team is super responsive to all of their client's needs and is very patient with questions. I would highly recommend them as fiduciary advisors. Thank you so much for your quick responses and support.

Mihai P.

Richard Little was a dynamic and engaging speaker at our financial investment workshop. His expertise as a financial advisor is undeniable. Through an interactive presentation he created an environment that engaged the audience throughout the session and delivered real-life takeaways. We received numerous comments from our members that the presentation was helpful insightful and with a content that can be applied to building financial security and wealth. Everyone left feeling excited and motivated to act.

Anthony M.

Jason Paplaski is my ideal financial advisor. He is extremely in touch with the markets and knowledgeable about the intricacies involved in financial planning. He is always there is always a phone call away and a great teacher. Jason takes the time to understand ever client and their individual needs, and will build a plan with you. He is frequently in touch giving updates from the market side and assessing changes on my side. I can say he always has my best interest in mind, the most important quality for an advisor in my book.

Arjun G.

I am a dental professional and have been wanting to start investing and planning for retirement, but I have always been skeptical about using financial advisors. However, after meeting Richard Little, I learned that his investing philosophy aligns with my own, which involves safe and long-term growth strategies. He is NOT the typical “salesman” type of financial advisor that I was expecting; he prioritized our financial goals over his own. He is very knowledgeable and transparent with his advice and he clearly demonstrates his financial expertise in a way that I can understand, which is especially beneficial for someone like me who has gained little business/finance experience while in school. He has also helped manage my student loan accounts which can become overwhelming when you realize how much debt one has accumulated. Most importantly, Richard has been readily available to communicate and answer any questions that I have had and I feel that I have developed a long-term connection. I feel very comfortable working with Rick, and I would highly recommend him and Serenity Wealth Management to any family or friend for all financial advice and needs.

Mike W.

I was looking for a Financial Advisor that I felt comfortable was putting my best interest in mind. As I have found all too often, some advisors are pushing methods that benefit themselves or their firm over the specific needs of the client. Jason took the time to have several conversations about various options and their impact on my financial future, giving advice and adding valuable insights along the way. His approach to financial management made me feel at ease that my investment strategy was in line with my financial goals. Not only is he a wealth of knowledge, but he takes the time to make a personal connection as well. I truly enjoy all of our discussions and could not recommend reaching out to him no matter your current or future financial situation.

Daniel A.

Through mutual professional contacts, my wife & I met, spoke with & started working with Rich.
Through the course of our working with him, he’s provided immeasurable financial advise to help us feel confident on the grounds we stand with respect to retirement.

Prior to working with Rich, the word “estate” won’t have existed in our lexicon when it comes to the state of our financial assets but with guidance, planning & executing on said plans I think it’s time to let the word out about the benefits of working with Rich.

Solid recommendation on his services from myself & my family regardless of where one is starting out, financially.

Cheers.

Scott L.

I highly recommend working with Jason at Serenity Wealth Management. I have always been reluctant to work with a financial advisor as I felt I could manage our financial situation myself. However, after having several conversations with Jason prior to agreeing to become a client, I soon realized someone with Jason's financial expertise, level headedness, and genuine concern for helping others was exactly what I needed to put us on a better path to financial security. He takes an extremely thoughtful approach in establishing financial goals and the appropriate strategies to reach them. Most importantly, Jason always takes our concerns and opinions into consideration when discussing what our next moves should be. This creates a significant level of comfort and trust that can be extremely difficult to find in an advisor. Jason's unwavering commitment to help us reach our goals is evident in every interaction we have with him, and his ability to clearly and effectively communicate to us on sometimes confusing topics sets him further apart from the crowd.

One of the biggest factors for us is that Jason's expertise goes beyond portfolio management, retirement planning, and investment strategies. Jason was an enormous asset to help us determine how to best manage paying for a basement remodel. He not only reviewed the cost/benefit scenario analysis of debt vs. cash payment, but he also researched loan providers and rates to ensure we made the best choice. Additionally, Jason assisted us in re-evaluating our life insurance policies and provided well thought out and clear recommendations on how to structure them to better fit our financial goals. Lastly, Jason is extremely responsive and willing to answer any and all questions we have. The amount of consideration Jason puts into his responses makes it obvious that he truly cares about his clients, and doesn't just try to check a box.

I cannot recommend Jason and Serenity Wealth Management enough. I look forward to working with them for years to come, and have full confidence that they will continue to deliver on their promise to help us reach our financial goals.