Sophisticated wealth management to serve your individual needs
Tell Your Story
Life is a journey. With its dips and turns and its rest and renewals, your life tells a story that is uniquely you. And you know what? Sometimes it’s messy. The windfalls, the inheritances; the divorces, the successions. These chapters of your lived experiences define your livelihood and your plans for the future. Often, you just want to understand what’s going on with your money so that you can focus on peace and happiness.
At Serena Cheng Wealth Management, we want to hear your story. To understand what matters most to you and the things that keep you up at night. We’ll work with you to enkindle the future of your wealth, ensuring that at every step along the way, you are empowered in your financial decisions. We pull in experts from our network of specialists so you know you’re covered across the spectrum.
You’ve got this, and we’re here to show you how.
Let’s alight the next chapter of your wealth together.
COMPREHENSIVE PLANNING
There’s more to your financial life than just investments. Comprehensive planning encompasses an in-depth review and analysis of all aspects of your financial life – to help you see the big picture and enable us to personalize a plan for addressing every detail.
Get to know Our Team
PERSONALIZED
guidance
We are well-versed in addressing individual needs, and applying our specialized knowledge to the financial matters and issues specific to you.
Happiness is the new rich.
Inner peace is the new success.
Health is the new wealth.
Kindness is the new cool.
Information & insight
