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262-382-3290
sean@serenitywm.com
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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 (262) 382-3290
  • FiduciaryObligated to act in your best interest
  • CFP® ProfessionalsRigorous certification standards
  • Coordinated PlanningInvestments, tax, and estate together
  • Local OfficeSalem Lakes, WI
We are proud to have been named one of AdvisorHub's Top RIA's to Watch Four Years In A Row!

We are proud to have been named one of AdvisorHub's Top RIA's to Watch Four Years In A Row!

From AdvisorHub:

"Our list is not just based on assets and production but also professionalism and growth. It’s a measure of who is doing their job and servicing their clients and their community. We are proud to have our share of multi-billion dollar advisors, but they still need to rank high in growth metrics to make the list. In other words, sitting on a book of inherited accounts from 20 years ago won’t guarantee a spot."

*We were awarded this recognition on June 3, 2026 for the 2026-2027 period.

A Straightforward Approach to Wealth Management

Between Kenosha, Racine, and the Milwaukee suburbs, Southeastern Wisconsin households juggle careers, small businesses, and family goals that rarely wait for a convenient moment. A job change, a business sale, an inheritance, or a growing family can each reshape your plan. Our role is to help you make those decisions with clarity.

Working from Salem Lakes, we are obligated within the advisory relationship to put your interests first, and someone on each client team holds the CERTIFIED FINANCIAL PLANNER™ certification and its standards through 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 Wisconsin household with two earners or a family business, a tax decision can quietly undo an investment decision. 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.

Ages 62 to 70

is the window the Social Security Administration gives you to claim benefits, and the age you choose can change your monthly benefit for the rest of your life.

Up to 7.65%

is Wisconsin's top individual income tax rate per the Wisconsin Department of Revenue, one reason coordinating withdrawals and tax strategy can make a real difference over time.

How We Help You Plan

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

Retirement Planning Income sequencing, Social Security timing, and withdrawal strategy so the savings you built can support the life you want in retirement. 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 Wisconsin 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.

Lisa Schuler

Client
I am so glad to be working with Sean. He is incredibly knowledgeable and genuinely listens to my questions and concerns. I appreciate that he prioritizes building trust and rapport and doesn't simply focus on the numbers, making every interaction comfortable and productive. What truly stands out is the personalized attention given to my individual goals and the thorough follow-up with detailed meeting summaries that help me stay organized and on track. Because of Sean, I now feel confident and secure about my financial future. I highly recommend Sean to anyone looking for thoughtful, trustworthy financial guidance.

Terry Brickl

Client
I recently started working with Sean and I couldn't be more pleased with the experience. He brings a level of professionalism, knowledge, and care that truly stands out. From our first meeting, he made me feel completely comfortable. He took the time to understand my financial goals and patiently explained every step of the process in a way that was easy to understand. It's clear that he genuinely cares about his clients and wants to help them succeed. What impressed me most is his attentiveness and the confidence he inspires. He's knowledgeable, well-prepared, and always willing to go the extra mile to ensure I feel supported and informed. I feel fortunate to have found someone who not only knows what he's doing but also puts in the effort to build trust and a strong client relationship. Highly recommended if you're looking for someone who combines expertise with a personal touch!

Sandra Rahimpour

Client
Sean has been amazing to work with! I've been working with him for the past couple of years, and anytime I have a question about my finances, he responds incredibly quickly and is always helpful and thorough. He makes financial conversations feel easy and stress-free, and he consistently finds clear solutions to my questions or concerns. I never have to follow up with him, as he consistently checks in as well. Beyond his expertise, Sean truly stands out because of how personal and genuine he is. He always makes sure to ask how my life is going, and how my friends and family are doing. I feel completely at ease working with him and trust him fully. I cannot recommend Sean enough.

Michael Dittman

Client
Sean is a fantastic financial advisor. He is very thorough when explaining my present and future financial goals. Sean has a wealth of knowledge as he provides informative answers to all of my questions.
More Testimonials

Why Families in Wisconsin Work With Us

Our value comes from experience, transparency, and a fiduciary standard of care that puts your interests first. We are a local Salem Lakes practice that meets clients face to face and treats each relationship as one meant to last 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®

Partner, Financial Advisor and Private Wealth Manager

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 Business Administration and Finance degree at Auburn University and works to make complex decisions simple for the families he serves.

Sean O'Connor, MBA

Sean O'Connor, MBA

Partner, Financial Advisor and Private Wealth Manager

A financial advisor who holds an MBA and began his career at Ameriprise Financial before founding his own practice in 2021. Through work alongside a CPA practice, he expanded the tax-aware services he offers and merged his firm with Serenity in 2024 to deliver more for Wisconsin clients.

Areas We Serve

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

  • Salem Lakes
  • Kenosha
  • Racine
  • Milwaukee
  • Lake Geneva
  • Burlington
  • Southeastern Wisconsin

Let's Build Your Plan Together

Coordinating your investments, retirement income, taxes, and estate goals in one plan is where clarity begins. Start with a complimentary conversation and see how we can help.

Schedule a Complimentary Consultation Call (262) 382-3290

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Frequently Asked Questions

Do you serve clients across Southeastern Wisconsin?

Yes. Our office is in Salem Lakes, and we work with individuals and families throughout the region, including Kenosha, Racine, Milwaukee, and Lake Geneva. We meet in person or virtually, whichever you prefer.

What does fiduciary mean at Serenity Wealth Management?

Within the advisory relationship, a fiduciary is obligated to act in your best interest. Someone on each client team holds the CERTIFIED FINANCIAL PLANNER™ certification and is held to the standards of the CFP Board.

How are you compensated?

We are a fee-based fiduciary firm. We will explain exactly how our compensation works during your first conversation so you always know what to expect.

Do you work with business owners?

Yes. We help business owners weigh retirement plan options, coordinate personal and business finances, and plan around a future sale or transition, in partnership with your CPA and attorney.

What should I bring to a first meeting?

Bring whatever gives us a full view of your finances, such as recent statements, tax returns, and a sense of your goals. If you are unsure, come as you are and we will guide the conversation.

Is the first consultation really complimentary?

Yes. The first consultation is complimentary and carries no obligation. It is simply a chance to see whether we are the right fit for your goals.