SERENDIPITY SECURITIES

Yes, we are in the business of wealth management. But there's a bigger picture. We are making sisters savvy planetwide, and our clients are a part of it. We believe that women won't be equal until we understand our finances, and so we are on a mission to promote financial literacy... From the inception of Serendipity Securities, we created a funding mechanism to put our mission into action. We set aside the first percent of our total management fees to support women's financial literacy projects around the world... We believe that life has wonderful things in store for you, waiting to be discovered. Things like financial wellness and money confidence. We empower women, letting them know they own the pen to their story - and with a savvy financial team on their side, they can write with authority.

Primary location: Aptos United States