Financial Services

At Serae Wealth, we are fiduciaries guided by values rather than incentives. As an independent firm, we are accountable only to the people we serve. That independence gives us the freedom to remain objective and deliver strategies that reflect your values and long-term goals. The Serae Design is our proprietary planning framework. It is a structured and forward-looking approach that brings clarity, continuity, and strategic foresight to the five foundations of your financial life. This is how we help you Think in Decades™ and shape what comes next with purpose and consistency.

Address : 1780 Hughes Landing Blvd Suite 280 The Woodlands TX 77380

Ph : 281-612-6200

Timing : Mon To Fri 8:30 am to 5:00 pm

Services : Investment Management & Portfolio Strategy, Comprehensive Financial Planning, Retirement Planning & Income Strategy, Tax-Efficient Investment & Tax Planning Advice, Estate, Legacy & Succession Planning

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• This site is never involved in any transaction, and does not handle payments, shipping, guarantee transactions, provide escrow services, or offer "buyer protection" or "seller certification"