Services
Services
Our Collaborative Solutions
Seraphim Wealth Advisors Inc is segmented into Divisions which are overseen by an experienced and credentialed manager with specialized area expertise. These Divisions include:
Wealth Advisory And Management Services
An assigned Investment Advisor will provide continuous advice regarding the investment of Client’s funds based on a pre-completed risk analysis. Investment advice and decisions will take into consideration...
Financial Planning
We provide financial planning services on topics such as retirement planning, risk management, college savings, cash flow, debt management, work benefits, and estate and incapacity planning.
Tax Preparation, Tax Mitigation and Other, Services
SWAI will recommend the services of other professionals for implementation purposes, including companies under common ownership with SWAI.
Financial Literacy Outreach Services
The primary focus for our Financial Literacy Outreach division is to establish grassroot clients, educate current clients, provide community outreach in all areas of personal finance as it relates to their individual risk tolerances and overall financial goals.
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
info@seraphimwealth.com | 404-381-2275