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In this fast-paced world that we live in, it can be tough to know the right investment opportunities and secure the right advice to give you peace of mind and financial security. Richard Little and his wealth management firm Serenity Wealth Management is an innovative financial advisor that focuses primarily on those individuals still in work, particularly those working as corporate executives, medical professionals, business owners, and sales professionals.

 The last 18 months have been very challenging for individuals and businesses alike. As the global pandemic took hold and social distancing became commonplace, it placed significant pressure on the economy and saw record rates of unemployment.

This, in turn, has seen many individuals re-evaluate their current position and their financial stability to overcome these unexpected events. Experienced financial advisor, Richard Little, understands how important it is to secure your financial position sooner rather than later, and his company Serenity Wealth Management provides individuals with expert advice and support.

Having grown up on the outskirts of Chicago, Richard has always had a keen interest in finance and money. This began at an early age when his grandfather gave him shares of Coca Cola, instructing him that every time someone bought themselves a bottle of coke, he would get a penny.

Now while this math might not have been correct, it was a message that stuck with him, and when he was 11 years old, his school purchased a classroom of new computers with bright colors and a logo that featured an apple with a bite taken out of it. Not knowing at the time what the brand was, he had a feeling that it would be important and asked his father to purchase stock. However, his dad instead opted for the current most popular stocks being advertised in the paper. This gave Richard his first lesson that quality was more important than popularity.

Fast forward to his college years, when he was studying at the University of Illinois at Chicago he received a scholarship to Auburn University to complete a degree in Business Administration and Finance. It was during this time that his passion for investing began to pay off, and after his scholarship ran out, he used his knowledge and earnings from the stock market to cover his tuition costs.

Once he had secured his relevant licenses, he began his career as a Financial Advisor and began working at a range of smaller firms and organizations. Learning valuable lessons and developing his skills, in 2020, Richard decided it was time to realize his dream and start his own business and give his clients 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 focus on giving individuals still  working with the very best long-term investment opportunities. Where most firms stop solely at the investments Richard believes that opportunities are missed if investments are not being managed alongside a sound financial plan and strategy utilizing tax planning and advice.

Richard Little, Owner of Serenity Wealth Management, added, “Looking after our finances has never been more important, but knowing the right opportunities and finding a Financial Advisor that you trust can be very difficult.

 Here at Serenity Wealth Management, our mission is to give our clients a superior level of service and a dedicated approach that has been specifically designed to meet their needs and requirements. I truly believe that individuals should not make decisions based on the latest article they read or short-term market moves, instead they should utilize the guidance of talented advisors.”


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