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.

06/02/2026

The most expensive part of any plan is the piece that's missing.

Here's a clip from our recent episode of The Show with Chris Cooper and special guest Joel Houser of Fortis Strategic Partners.

🧩 SWN 99 - 05/31/26 | Putting the Pieces Together 🧩

Time to open the playbook. Here's what this episode helps piece together:

• Why your biggest asset deserves proper valuation, understanding, and placement in your overall financial picture.
• The succession conversation business owners should have while they still control the conversation.
• How tax-efficient planning can help you keep your "fair share" of the assets you've spent a lifetime building.
• The value of a simple strategic playbook. Five pieces. One complete picture. Available for free download at https://SerenityNowBiz.com.

📻 Airs Sundays at 9 AM on NewsTalkSTL
🎥 Watch the full episode: https://youtu.be/oUiG0Ah88mI
🎶 Listen on Spotify: SerenityWealthNow with Chris Cooper
🧩 Download the Playbook: https://SerenityNowBiz.com
💬 Ready for your own conversation? Let's talk.


The housing market isn't broken. It's frozen.Mortgage applications are at historic lows. Going all the way back to 1999,...
06/01/2026

The housing market isn't broken. It's frozen.

Mortgage applications are at historic lows. Going all the way back to 1999, a staggering 96 of the 100 lowest weeks of applications have occurred in the last three years. That includes the Great Recession era. And unemployment today is only a fraction of what it was back then. This isn't a qualification problem. It's a gridlock problem.

What's driving it?

Millions of homeowners locked in at 3% or below during the pandemic. Even if they want to move, trading higher interest on potentially the same or lower mortgage balance is a tough pill to swallow.

So they're staying put. Less movement means less inventory. Less inventory means higher prices.

So everyone sits. And waits. For rates to drop. For inventory to open up. For the right moment.

Trying to time the market may sound like a strategy. It rarely plays out that way.

Instead of asking when, ask are you ready.

That's the better question. And it's worth answering before the right opportunity comes.


🧩 Putting the Pieces Together 🧩This week on The Show, we sit down with Joel Houser of Fortis Strategic Partners. A bus...
05/31/2026

🧩 Putting the Pieces Together 🧩

This week on The Show, we sit down with Joel Houser of Fortis Strategic Partners. A business strategist who has spent his career helping entrepreneurs understand the value of their biggest asset and ensure it is managed like one.

🎤 Join Chris Cooper and Joel as they piece together five elements every business owner should understand in their financial picture. A puzzle isn't complete without understanding every facet and every asset (your business included). Tax-efficient planning can help you keep more of what you've built. Legacy is shaped long before you're gone.

Most business owners spend their days working in their business. The ones who build lasting wealth find time to work on it too. And whether you own a business or not, every piece of your financial picture deserves the same attention. The ones you overlook tend to cost you the most.

The most expensive part of any plan is the piece that's missing.

📻 Airs Sundays at 9 AM on NewsTalkSTL
🎥 Watch anytime: https://www.SerenityWealthNow.com/Show
🎶 Listen on Spotify: SerenityWealthNow with Chris Cooper
🧩 Download the Playbook: https://SerenityNowBiz.com
💬 Ready for your own conversation? Let's talk.


05/29/2026

Putting the Pieces Together

Joel Houser of Fortis Strategic Partners has spent his career helping entrepreneurs maximize the value in their business. Two industry experts, walking through key questions, and sharing insights. This Sunday on The Show.

Every asset is a piece to a full picture. The question is how they fit together.

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
🧩 Download the Playbook: https://SerenityNowBiz.com


05/29/2026

Serenity Soundbite
🎓 The 4-1-1 on 5/29

Today is May 29th. Also known as 5/29. Graduation season is here and it is a good time to think about how, why, and where you save for a child's future.

529: The most common tool for good reason. Tax-free growth. Tax-free withdrawals for education. Investment options are more limited than other vehicles but you stay in control. It is yours, not the child's.

UTMA/UGMA: More flexibility in how funds are used. Some tax efficiency. A wider array of investment options at your disposal. But once funded it belongs to the child. You are the custodian for a time, in Missouri that clock runs to age 21. Then it is theirs. No strings. No control. No take-backs.

Trump Account (Money Account for Growth and Advancement): The newest option. No deduction going in. Taxable going out. Penalties prior to 59½ with limited exception. Education being one of them. A splashy $1,000 headline but read the article. This reads more like a Traditional IRA started for a non-working child.

👉 When you start and what you save are important. But how and where depend on why.

❓ Does the where of your plan support the why of your goals?

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


Is the final tuition payment the financial finish line? For a lot of parents, it's only halftime.AARP found that 75% of ...
05/28/2026

Is the final tuition payment the financial finish line? For a lot of parents, it's only halftime.

AARP found that 75% of parents 45 and older are still financially supporting at least one adult child at an average cost of $1,474 per month.

Double what they tend to put toward their own retirement. And it doesn't stop there:

⚠️ 47% say they've sacrificed their own financial position
⚠️ 42% report financial stress
⚠️ 18% see no end in sight

This isn't a judgment on generosity. But there's a difference between helping by design and helping by default.

Not sure which one you're doing? That's worth a conversation.


05/26/2026

Freedom isn't free. Saving for retirement is a privilege you earn. Both are worth the fight.

Here's a clip from our recent episode of The Show with Chris Cooper and special guest Garrett "Ghost" Kasper of the Spirit of St. Louis Air Show.

✈️ SWN 98 - 05/24/26 | The Spirit of Freedom ✈️

Buckle up. Here's this episode's flight plan:

• Why this year's Spirit Air Show is the perfect kickoff to our nation's 250th birthday. Right here in our backyard. Tickets are going fast. Don't get left on deck.
• What a childhood dream to be a Blue Angel and a 30-year career serving our country can build for you and your family.
• How the discipline, timing, and precision it takes to fly in formation can put your financial plan on course.
• The Memorial Day message worth honoring and the freedoms worth fighting for.

📻 Airs Sundays at 9 AM on NewsTalkSTL
🎥 Watch the full episode: https://youtu.be/pkCUDUILvtg
🎶 Listen on Spotify: SerenityWealthNow with Chris Cooper
✈️ Visit STL Air Show: https://www.Spirit-AirShow.com
💬 Ready for your own conversation? Let's talk.


05/25/2026

This weekend we fire up the grill for a holiday we refer to as the unofficial kickoff to summer. That part is easy and it's supposed to be.

What is harder to sit with is the cost. The brave Americans who did not make it home so we could have this moment. They did not get the retirement. They didn't get their next chapter, they gave it.

Financial freedom is worth building. But it hits different when you remember the kind of freedom that made it possible.

The least we can do is not waste it.

Freedom was never free. Build something worthy of what it cost.


✈️ The Spirit of Freedom ✈️This week on The Show, we sit down with Garrett "Ghost" Kasper, former public affairs offic...
05/24/2026

✈️ The Spirit of Freedom ✈️

This week on The Show, we sit down with Garrett "Ghost" Kasper, former public affairs officer for the Blue Angels who has dedicated his 30-year career to service, fulfilling a childhood dream, and earned a retirement by protecting ours.

🎤 Join Chris Cooper and Garrett, call sign Ghost, as they pull back the throttle on what it takes to be a Blue Angel and the passion behind the Spirit of St. Louis Air Show. And with the Blue Angels, Snowbirds, honor flights, and much more June 6th and 7th has the precise formation needed to be one of the hottest weekends in St. Louis this summer.

This Memorial Day weekend we pause to honor the men and women who paid the ultimate price for the freedoms we enjoy. The least we can do is honor their memory and make the most of the moments we have. Get your air show tickets before they fly away for good.

Freedom isn't free. Saving for retirement is a privilege you earn. Both are worth the fight.

📻 Airs Sundays at 9 AM on NewsTalkSTL
🎥 Watch anytime: https://www.SerenityWealthNow.com/Show
🎶 Listen on Spotify: SerenityWealthNow with Chris Cooper
✈️ Visit STL Air Show: https://www.Spirit-AirShow.com
💬 Ready for your own conversation? Let's talk.


05/22/2026

The Spirit of Freedom

Garrett "Ghost" Kasper of the Spirit of St. Louis Air Show has spent 30 years serving our country and fulfilling a childhood dream of becoming a Blue Angel. He brings his story and more to The Show this Sunday.

The St. Louis skies are about to get very loud. And very worth it.

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 STL Air Show: https://www.Spirit-AirShow.com


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