About the Serafini Team
When we approach financial advising, we do so with a commitment to building lasting relationships, where our experience is complemented by genuine personal care. Our team operates cohesively to provide our clients with consistent, high-quality service. Your lead advisor will coordinate your primary financial strategy, while our entire team remains engaged in delivering comprehensive support. We focus on creating personalized plans that address specific investment needs and coordinate legal, tax, and estate considerations. We are dedicated to growing our client relationships — which often span generations — and delivering exceptional service at every step. Book an introductory meeting to learn more.
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Contact this team via email or phone at the top of the page.
Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
Already a client of Wealth Enhancement? Schedule your consultation in your client portal.
Schedule an initial consultation
Barron’s: Awarded 9/16/24 for the period of 6/30/23 - 6/30/24. Forbes: Awarded October 2024 for the period of 3/31/23 - 3/31/24. USA Today: Awarded 4/23/25 for the five-year period ending January 2025.