Serenity 7 Wealth Management & Business Solutions
Strategic financial solutions for individuals, families, and businesses committed to long-term success.
About Serenity 7
Who We Are
Serenity7 Wealth Management Firm and Business Solutions offers professional tax preparation, business consulting, insurance, and investment guidance. We specialize in helping clients organize, grow, and protect their assets while developing financial literacy through accessible training programs and workshops. Our multidisciplinary team combines years of experience in tax strategy, business formation, and personal wealth management to help you move forward—one strategic decision at a time
Our Services
Insurance Services
Pre-Legal Document Preparation
Insurance Services
Protect your future with personalized insurance guidance. From life and health insurance to business coverage, we help you understand your options and find policies that fit your goals.
Taxes & Accounting
Pre-Legal Document Preparation
Insurance Services
Professional individual and business tax preparation with year-round planning and compliance support. We help you stay organized, minimize liabilities, and maximize your financial outcomes.
Pre-Legal Document Preparation
Pre-Legal Document Preparation
Affordable, non-attorney assistance preparing important legal documents—such as business filings, contracts, or estate paperwork. We help you get it right the first time, saving time and stress.
(Serenity7 is not a law firm and does not provide legal advice.)
Credit Restoration
Rebuild your financial reputation with personalized credit restoration programs. We review reports, dispute inaccuracies, and guide you toward stronger credit and lasting financial health.
Wealth Management & Business Solutions
Strategic support for business formation, financial planning, and long-term growth. Whether you’re launching a company or managing assets, we’ll help you structure, plan, and succeed.
Bankruptcy Filing Assistance
Get professional, confidential help preparing your bankruptcy documentation. We assist with accurate form completion and organization so you can move forward with clarity and compliance.
(We provide document preparation support only—not legal advice. Clients are encouraged to consult a licensed attorney as needed.)
Why Choose Serenity 7
💠 Multi-Service Convenience
Handle everything in one place — taxes, insurance, credit, pre-legal document prep, and wealth management. We save you time, simplify your process, and keep your finances organized under one trusted firm.
⚖️ Pre-Legal Expertise
We help individuals and businesses prepare legal documents accurately and efficiently. Our document specialists ensure everything is properly completed and compliant — while maintaining clear boundaries from legal advice. s.
🎓 Education-First Approach
We empower our clients with knowledge. Every consultation includes education about what we’re doing, why it matters, and how to make informed financial decisions moving forward.
🤝 Integrity & Transparency
Our recommendations are always in your best interest. You’ll know exactly what services you’re receiving, how they work, and what to expect — no hidden fees or unclear language.
💼 Veteran-Focused & Community-Driven
Founded with a mission to serve veterans, small business owners, and families, Serenity7 is committed to giving back through education, mentorship, and financial empowerment programs.
🌟 Results-Oriented Support
We measure success by your success. Our clients experience measurable improvements in financial health — from restored credit and optimized tax outcomes to stronger business structures and long-term growth. s.