About Us

At Serviss Wealth Management, our mission is to provide our clients with a simple process to wealth accumulation, preservation, and generational transfer of assets by designing and implementing strategies that are personally customized to their individual goals.

The Serviss Wealth Management mantra is very simple:

Tell the Truth.
Make it Simple.
Word of Mouth.

Our passion is to share with each client a new found clarity in their financial situation. We use leading indicators to make sure we are achieving real and tangible progress toward every client’s financial objectives. We are our clients’ financial quarterbacks, striving to organize and simplify life in such a way that maximizes the family’s enjoyment of their wealth now and in the future.

Unique Traits

  • We are fiercely Independent.
  • We are transparent – we disclose all fees and obligations up front and in writing.
  • We do not offer proprietary funds, thus avoiding conflicts of interest.
  • We take the quarterback role with your legal, accounting and wealth management advisors.
  • Your advisory experience includes getting access to a tax focused Chartered Accounting team and a Corporate/Estate planning Lawyer.
  • We are a diverse culture with many “outside the office” interests and passions.
  • Same day response to questions.
  • Financial plans delivered within a week.
  • Overall fees are less than that of the average mutual fund.

Strategic Alliances

  • The Serviss Wealth Management Mastermind
  • Personal and Corporate Accountants
  • Estate Planning, Corporate and Litigation Lawyers
  • Commercial and Residential Real Estate Professionals
  • Mortgage Brokers
  • Advanced Tax and Estate Planning Group
  • Commercial Insurance Brokers
  • Employee Benefit Specialists