Serenity Wealth Management

Serenity Wealth Management Your Guide down the Path to the financial Serenity you deserve You don’t need to have everything figured out. That’s why we’re here.

At Serenity Wealth, we believe financial planning should feel less like a burden and more like a relationship. Our mission is to help families, individuals, and business owners face the future with competence, confidence, and care so they can enjoy today without fear of tomorrow. We specialize in guiding:
👨‍👩‍👧‍👦 Established families in their 40s and 50s preparing for college, retirement, and beyo

nd
🧭 Individuals nearing retirement who want peace of mind and clarity for the road ahead
🏢 Small business owners looking to align financial planning with succession and legacy strategies

As financial strategists, we focus on making complex decisions approachable and simple. Our role is to help you create a clear, personalized strategy that balances your plans for today with your vision for tomorrow. Serenity Now and Sanity Later. Because when you have a trusted partner by your side, financial planning stops being something to fear and becomes the foundation for living fully in the present. That’s the path to Financial Serenity, and you deserve it too. Clicking the "Like" button does not constitute a testimonial for or endorsement of our investment advisory firm, any associated person, or our services. Clicking the "Like' button is merely a mechanism to circulate our page. "Like" is not meant in the traditional sense. In addition, postings to our page must refrain from recommending us or providing testimonials for our investment advisory firm. Because the SEC and state securities regulators generally prohibit testimonials, any such postings are subject to swift removal. Investment advice offered through Fortis Capital Advisors, a SEC Registered Investment Advisor. Insurance & Education services offered through Serenity Wealth Management.

The willpower to understand your will's power goes beyond a legal document.The beneficiary listed on your retirement acc...
06/25/2026

The willpower to understand your will's power goes beyond a legal document.

The beneficiary listed on your retirement accounts, insurance policies, and bank accounts is legally binding. What your will says is typically irrelevant. And guess what, this applies to your trust too.

A former spouse still listed on a retirement account inherits it. Someone you write out of your will can still receive an insurance payout. Assets intended for your children may pass to someone else all because a form was never updated.

Your wishes are only as good as your paperwork willpower.

A beneficiary review takes minutes. The cost of skipping it can last generations.

Make sure yours are up to date.


06/23/2026

Quality goods. Quality lessons. Built to last.

Here's a clip from our recent episode of The Show with Chris Cooper and special guests Micah and Caroline Raposo of Men's Modern General Store.

🪒 SWN 102 - 06/21/26 | Father's Day: Lessons in Store for a Lasting Legacy 🪒

Stock up on what matters. Here's what this episode has in store:

- Why guys are actually easy to shop for. They just need the right store.
- The date night idea that became a one-of-a-kind destination in downtown Cottleville.
- What American-made, hand-picked goods say about the standard you set for yourself.
- The most valuable thing any dad can pass down. The courage to face the hard things first.

📻 Airs Sundays at 9 AM on NewsTalkSTL
🎥 Watch the full episode: https://youtu.be/iR58nGKxIz8
🎶 Listen on Spotify: SerenityWealthNow with Chris Cooper
🪒 Visit Men's Modern General Store: https://www.MensModernGeneralStore.com
💬 Ready for your own conversation? Let's talk.


One of the most important questions we ask people about to retire has nothing to do with money.What does a typical day l...
06/22/2026

One of the most important questions we ask people about to retire has nothing to do with money.

What does a typical day look like?

Not in theory. Actually.

Where will you be. What will you do. What are you genuinely looking forward to. And does your spouse have the same picture in mind.

Most couples have never asked each other that question. And it turns out the financial plan is often the easy part.

The most valuable conversation you can have right now isn't about your portfolio. It's about your life.


🪒 Father's Day: Lessons in Store for a Lasting Legacy 🪒This week on The Show, we sit down with Micah and Caroline Rapo...
06/21/2026

🪒 Father's Day: Lessons in Store for a Lasting Legacy 🪒

This week on The Show, we sit down with Micah and Caroline Raposo of Men's Modern General Store. A couple who turned a date night idea into a one-of-a-kind destination. Just for the simple goal of proving guys aren't that hard to shop for. They just need the right store.

🎙️ Join Chris Cooper, Micah, and Caroline as they stock the shelves with items and lessons built to last. Carefully curated, American-made goods chosen with purpose. Missouri spirits worth sipping. A lounge space where memories are made. And the most valuable thing any dad can pass down. The courage to face the hard things first.

Great goods for guys and great guidance have a lot in common. Both have function, intention, and a way of lasting far beyond the surface.

Quality goods. Quality lessons. Built to last.

📻 Airs Sundays at 9 AM on NewsTalkSTL
🎥 Watch anytime: https://www.SerenityWealthNow.com/Show
🎶 Listen on Spotify: SerenityWealthNow with Chris Cooper
🪒 Visit Men's Modern General Store: https://www.MensModernGeneralStore.com
💬 Ready for your own conversation? Let's talk.


06/19/2026

Father's Day: Lessons in Store for a Lasting Legacy

Micah and Caroline Raposo of Men's Modern General Store are opening their doors to The Show this Sunday. We're live from downtown Cottleville in a store where guys finally have a place they like to shop.

The best Father's Day starts with the right store and ends with the right message.

Don't miss it. This Sunday at 9 AM.

📻 Airs Sundays at 9 AM on NewsTalkSTL
🎥 Watch anytime: https://www.SerenityWealthNow.com/Show
📲 Follow for more
🪒 Visit Men's Modern General Store: https://www.MensModernGeneralStore.com


06/19/2026

Serenity Soundbite
🚀 Low & Slow

It’s Father’s Day weekend. A great time to relax, unwind, and enjoy some quality family time. For me, there’s something soothing about firing up the smoker and settling in for a nice slow cooked meal. Locking in the temperature. Waiting for that perfect color.

The hardest thing to do right now? Absolutely nothing. And sometimes that’s the hardest thing to do with your money.

The market is running hot as SpaceX launches 4x oversubscribed. Flies high right off the landing platform. Everyone wants to be along for the ride. But there’s something to learn from the pitmaster’s approach.

👉 Manage the heat. Trust the process. Practice some patience.

❓ When the market runs hot, is your strategy built to handle the heat?

Let’s continue the conversation.
📅 https://www.Calendly.com/Chris-T-Cooper/Conversation
🌐 https://www.SerenityWealthNow.com
📲 Follow for more


The $15 million deadline most grieving families never see coming.Most people either assume a spouse's unused estate tax ...
06/18/2026

The $15 million deadline most grieving families never see coming.

Most people either assume a spouse's unused estate tax exemption disappears when they pass away, or that it automatically transfers to the surviving spouse.

The truth is somewhere in between. It can transfer. But only if you file for it.

You might think the IRS would kindly send a reminder, but guess what, they don't. The deadline just quietly passes along with a potential big tax benefit.

In 2026, the federal estate tax exemption is $15 million per person. For married couples that's up to $30 million that can pass to heirs free of federal estate tax. But the surviving spouse doesn't keep that full protection automatically. They have to claim it.

Claiming it requires a filing with the IRS within 9 months of a spouse's death. A 6 month extension is available, bringing the total window to 15 months. But the clock starts the day your spouse dies. Not the day you think to ask about it.

This is exactly the kind of detail that gets lost in the fog of grief and estate administration. And it's exactly the kind of thing we watch for on behalf of the families we work with.

Our goals outlive us. Make sure your plan is built to keep up.


06/16/2026

Stamps on a passport, start long before the journey.

Here’s a clip from our recent episode of The Show with Chris Cooper and returning guest Katie Modglin of Magic Expeditions.

🌍 SWN 101 - 06/14/26 | Your Passport to a Richer Life 🌍

Precheck complete. Here’s what we’re carrying on in this episode:

• Why a travel advisory number might limit your trip options for the wrong reasons.
• The value a real travel expert offers that a booking app never can.
• Why the trip you want, at the price you want, has a lot to do with when you book.
• The line item most plans are missing. The destination beyond the number.

📻 Airs Sundays at 9 AM on NewsTalkSTL
🎥 Watch the full episode: https://youtu.be/XSIUbcUGmOA
🎶 Listen on Spotify: SerenityWealthNow with Chris Cooper
🌍 Visit Magic Expeditions: https://www.MagicExpeditions.com/katiem
💬 Ready for your own conversation? Let's talk.


We end the week with Father's Day. We start it with Men's Health.Most men will show up for everyone around them, no ques...
06/15/2026

We end the week with Father's Day. We start it with Men's Health.

Most men will show up for everyone around them, no questions asked. But when it comes to their own health, the appointments get pushed off, postponed, or just plain ignored.

According to the CDC, women are 33% more likely than men to visit the doctor. And twice as likely to seek preventive care.

If there's a man in your life worth celebrating on Sunday, ask him when he last had a checkup.

A simple conversation could mean everything.


🌍 Your Passport to a Richer Life 🌍This week on The Show, we sit down with Katie Modglin of Magic Expeditions. A travel...
06/14/2026

🌍 Your Passport to a Richer Life 🌍

This week on The Show, we sit down with Katie Modglin of Magic Expeditions. A travel expert who has spent her career turning the trips people dream about into the trips they actually take.

🎤 Join Chris Cooper and Katie as they precheck the summer travel season. From TSA tricks that save you time, to booking windows that save you money. The world is more open than most realize and planning can make it all possible.

The number one thing people say they want in retirement is to travel more. The ones who reach their destinations, build it into their plan.

Stamps on a passport, start long before the journey.

📻 Airs Sundays at 9 AM on NewsTalkSTL
🎥 Watch anytime: https://www.SerenityWealthNow.com/Show
🎶 Listen on Spotify: SerenityWealthNow with Chris Cooper
🌍 Visit Magic Expeditions: https://www.MagicExpeditions.com/katiem
💬 Ready for your own conversation? Let's talk.


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Dardenne Prairie, MO
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