Kara S. Boccella

Serenus Wealth Advisors offers financial guidance without compromise. Our holistic and sophisticated solutions simplify complex financial situations for successful individuals and families, empowering them to make informed decisions. Our highly skilled team uncovers unique opportunities for asset protection and growth, serving as dedicated stewards of our clients' wealth. Our services encompass every aspect of financial life, including investment management, insurance, risk management, retirement, tax, and estate planning. We specialize in assisting active and retired partners from top law firms with comprehensive wealth management solutions. As a partner-owned, independent, fee-only fiduciary firm, we provide conflict-free advice. We are referral-based, and our culture of excellence ensures all facets of our clients’ financial lives are cohesively addressed in a clear, actionable plan. If you’re looking for sound advice and practical solutions, we invite you to connect with us on LinkedIn or visit our website www.serenusadvisors.com. Advisory Services offered through Serenus Wealth Advisors an Investment Adviser registered with the U.S. Securities and Exchange Commission.