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Comprehensive Wealth Management for Every Stage

Serenity Wealth Management is a fee-based fiduciary firm helping individuals and families bring retirement, investments, taxes, and estate planning into one coordinated strategy.

Schedule a Complimentary Consultation Call (704) 523-2272
  • FiduciaryObligated to act in your best interest
  • CFP® ProfessionalsRigorous certification standards
  • Coordinated PlanningInvestments, tax, and estate together
  • Local OfficeChicago, IL

We are proud to have once again been named one of
Forbes' Best-In-State Top Next-Gen Wealth Advisors! 

Being recognized with this prestigious award for 2 years in a row means the world to us.
It shows the impact we are making in our clients' lives and that our people-first approach to client service is working.

2026 Forbes Top Next-Gen Wealth Advisors Best-in-State for IL, published August 2026, research by SHOOK Research LLC, data as of March 2026 is is valid through August 2027. No fee was paid to be considered for this ranking. For more information on the methodology you can find that here.

Learn More

We are proud to have once again been named one of
Forbes' Best-In-State Top Next-Gen Wealth Advisors! 

Being recognized with this prestigious award for 2 years in a row means the world to us.
It shows the impact we are making in our clients' lives and that our people-first approach to client service is working.

2026 Forbes Top Next-Gen Wealth Advisors Best-in-State for IL, published August 2026, research by SHOOK Research LLC, data as of March 2026 is is valid through August 2027. No fee was paid to be considered for this ranking. For more information on the methodology you can find that here.

Learn More

A Personal Approach to Wealth Management

Downtown Chicago moves fast, and the financial decisions that come with a career here rarely wait for a convenient moment. A promotion, an equity award, a growing family, or a move to the suburbs can each reshape your plan. Our role is to help you make those decisions with clarity rather than guesswork.

Serenity Wealth Management is a fee-based fiduciary firm working from South Wabash Avenue in the Loop. Within the advisory relationship we are obligated to put your interests first, and our planning is led by CERTIFIED FINANCIAL PLANNER™ professionals held to the standards of the CFP Board. We coordinate your investments, retirement income, and tax strategy so the pieces work as one plan.

Why a Coordinated Plan Matters

In a two-income Chicago household, a decision about taxes can quietly undo a decision about investments. Bringing those threads together is where planning earns its keep, and it is the part most people never get to on their own.

Roughly half

of working-age U.S. households are at risk of not maintaining their standard of living in retirement, according to the Center for Retirement Research at Boston College National Retirement Risk Index.

About 88%

of Illinois wage earners contribute to Social Security, yet the age you claim can change your monthly benefit for life, a decision the Social Security Administration lets you make between 62 and 70.

6 to 7 figures

in lifetime earnings pass through the average professional career, and how those dollars are invested, taxed, and eventually withdrawn is rarely coordinated without a plan.

How We Help You Plan

We bring the major pieces of your finances together into one cohesive plan aimed at your goals.

Start Here Find a Chicago Financial Advisor Meet the advisors, see how we work, and explore local advisory services across Chicagoland.
Retirement Planning Income sequencing, Social Security timing, and withdrawal strategy so the savings you built during your career can support the life you want after it. Investment Management Portfolios matched to your goals and time horizon, reviewed and rebalanced as your career, family, and markets change. Tax Planning Year-round tax coordination alongside your CPA, with attention to the Illinois and federal picture, working to keep more of what you earn. Estate Planning Strategies to transfer wealth on your terms and protect the people and causes you care about, coordinated with your attorney. Equity Compensation Planning Strategy for RSUs, ISOs, and stock options, including vesting, concentration, and the tax timing of sales. College Planning 529 and education-funding strategies weighed against your retirement and tax goals, so one priority does not crowd out another.

Maureen B

Client
After having a terrible experience with another financial adviser I was a bit wary going into my initial meeting with Rich. I was quickly relieved to find that Rich was professional, understanding, highly capable, and also very relatable. He has taken the time to explain absolutely everything we have covered and assured me that we are taking the right steps to secure my financial future. I'm thrilled to have found Rich and would definitely recommend him to others!

Ross H

Client
Richard Little, CFP is a trustworthy, knowledgable and customer-focused Financial Advisor. He has helped me and my young family establish a sound financial plan that is tailored to our specific goals and objectives. He continuously keeps up-to-date on how we are tracking towards our plan and makes consultative suggestions when needed., With his support and expertise, I am confident in my family's financial future. If you are looking for honesty, integrity and hard work, then give Rich a call.

Raj D

Client
Ive been working with Richard Little for over 2 years now and have had no complaints, his analysis and advice as a Financial Advisor is mind-blowing. After my father passed away we had a lot of cleaning up and consolidating to do and he was there every step of the way. It was just practical, realistic, well-reasoned, and a strategy I truly hadn't considered. His financial approach and strategy really has benefitted us even in the down market. After meeting with several financial advisors with different brokerages. I truly can say Richard Little has been our best choice as a wonderful financial advisor. Definitely appreciate how he goes in depth detail and paints a clear and concise bigger picture. Simply makes me feel confident about my financial future. Much appreciated!
More Testimonials

Why Families in Chicago Work With Us

Our value comes from experience, transparency, and a fiduciary standard of care that puts your interests first. We are a local IL practice that meets with clients face to face and treats each relationship as one that lasts for decades, not a single transaction.

  • Fiduciary Standard of Care

    Our recommendations are made in your best interest, designed around your goals rather than product sales.

  • CFP® Professional Guidance

    Our planning is led by CERTIFIED FINANCIAL PLANNER™ professionals held to the CFP Board's standards.

  • Coordinated, Comprehensive Advice

    Investments, retirement, tax, and estate strategy managed together as one plan.

Richard Little, CFP®

Richard Little, CFP®

Managing Partner, Financial Advisor and Private Wealth Manager

Managing partner and a CERTIFIED FINANCIAL PLANNER™ professional who founded the firm in 2020 after building his career at Edward Jones and an independent practice. He earned his finance degree at Auburn University and works to make complex decisions simple for the families he serves.

Jason Paplaski, CFP®

Jason Paplaski, CFP®

Financial Advisor and Private Wealth Manager

A CERTIFIED FINANCIAL PLANNER™ professional whose experience spans Scottrade, Charles Schwab, and LPL Financial, where he supported nearly 100 advisory practices. He focuses on modern, client-first wealth management for individuals and families.

Areas We Serve

We welcome the opportunity to meet in person or connect virtually, whichever works best for you. Our office proudly serves:

  • Chicago
  • The Loop
  • Naperville
  • Oak Park
  • Evanston
  • Schaumburg
  • The greater Chicagoland area
  • Office333 South Wabash Avenue, Suite 2700
    Chicago, IL 60604
  • Phone(312) 734-1415
  • Emailinfo@serenitywm.com
  • HoursMonday to Friday, 8:00 AM to 5:00 PM; Saturday by appointment

Serenity Wealth Management

★★★★★

Average Review: 5.0 / 5.0

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Ready to Build Your Plan?

If you want a clear, coordinated plan for your wealth, we would welcome a conversation. Schedule a complimentary consultation with a Chicago fiduciary advisor and take the first step toward your goals.

Schedule a Complimentary Consultation Prefer to Talk Now? Call (312) 734-1415

Frequently Asked Questions

What does investment management include at Serenity?

It includes building a diversified portfolio matched to your goals, managing the amount of risk you take, investing with taxes in mind, and rebalancing and reviewing the portfolio on a regular schedule. For many Chicago clients it also covers equity compensation and retirement income.

How do you decide how my portfolio should be invested?

We start with your goals, your time horizon, and how much risk you are comfortable with, then design an allocation across stocks, bonds, and other asset classes to match. The plan drives the portfolio rather than the other way around.

How do you help manage investment risk?

We diversify across asset classes, size each position to the role it plays, and set the overall risk level to what your plan needs. We then rebalance over time so a strong run or a downturn does not quietly change your risk exposure.

Is Serenity a fiduciary?

Serenity Investment Advisors is an SEC-registered investment adviser, CRD #307924. Within the advisory relationship we act as a fiduciary, which means our investment advice is given in your best interest.

How is Serenity compensated for managing investments?

Serenity is a fee-based fiduciary firm. We explain exactly how we are paid during your consultation so the arrangement is clear before you decide to work with us.

How do taxes factor into how you invest?

Taxes are considered throughout. We favor long-term holding periods, place assets in the accounts where they are taxed most efficiently, and harvest losses where appropriate, all of which can matter for higher-income Chicago investors subject to the Net Investment Income Tax.

How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."