Serenity Wealth Management

Serenity Wealth Management is a Financial Planner in East Chicago, IN. The firm provides wealth management, retirement planning, IRA and 401(k) rollovers, Social Security coordination, investment advice, tax guidance, real‑estate considerations, and life‑insurance options. It serves individuals, families, and small businesses seeking personalized financial strategies, and it holds a 5.00 rating on its profile. The practice is led by Curtis Hill, a Certified Financial Planner, and Irina Hill, a CPA, MBA, and Realtor, who together bring fiduciary expertise to the client base.

The firm operates as a fee‑only, independent fiduciary advisory practice. Its approach emphasizes mitigating the effects of volatile stock markets while seeking performance optimization, and it prioritizes education over product sales. Curtis and Irina design plans that go beyond traditional asset allocation, offering unique options that address investment, tax, real‑estate, and retirement needs. Their services include separately managed accounts, fixed and index insurance solutions, and access to a broad universe of financial products through their partnership with Portfolio Medics, LLC. The team’s combined credentials enable them to provide independent, fee‑based advice tailored to each client’s goals.

Serenity Wealth Management’s focus on independent fiduciary guidance and its commitment to designing customized retirement and investment plans give East Chicago residents a clear, knowledgeable option for managing their financial future.