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.

09/01/2026

The cut you don't know might just be the one you've been craving all along.

Here's a clip from our recent episode of The Show with Chris Cooper and special guest Ryan Sommerkamp of The Quarter Butcher.

🥩 SWN 112 - 08/30/26 | The Complete Cut 🥩

Let's break down what's on the block for this episode:

• How local, single sourced beef takes pasture to plate to a whole new level.
• Why the key to a solid brisket is as simple as a little patience.
• The value in unique cuts like Denver and Picanha you'll likely never find at a grocery store.
• From the butcher's block to your financial blueprint, it pays to know the complete picture.

📻 Airs Sundays at 9 AM on NewsTalkSTL
🎥 Watch the full episode: https://youtu.be/75DgfRyzJgQ
🎶 Listen on Spotify: SerenityWealthNow with Chris Cooper
🥩 Visit The Quarter Butcher: https://www.TheQuarterButcher.com
💬 Ready for your own conversation? Let's talk.


If you have the ability to contribute to a nonqualified deferred compensation plan, the biggest tax decision of the year...
08/31/2026

If you have the ability to contribute to a nonqualified deferred compensation plan, the biggest tax decision of the year may be the one you make before the year even starts.

The election window closes on 12/31. Once the window shuts, it's shut. Retroactive decisions are not allowed.

Electing a deferred compensation plan allows for deferral of a portion of salary into the future. To a year where taxes might be lighter.

Here's what's easy to miss. Does it make sense to defer at all?

Year end is busy. Budgets, bonuses, holidays. Things can get buried fast. And that can make critical planning decisions easy to drop down the priority list.

Now is the time to look at your election options. Planning now allows for a stress-free decision with real data when the election window opens.


🥩 The Complete Cut 🥩This week on The Show, we sit down with Ryan Sommerkamp of The Quarter Butcher. His family sold th...
08/30/2026

🥩 The Complete Cut 🥩

This week on The Show, we sit down with Ryan Sommerkamp of The Quarter Butcher. His family sold their home to relocate to St. Charles with the objective of delivering Missouri Bred, single sourced cuts to the community.

🎙️ Join Chris Cooper and Ryan as they break down the cuts one cow at a time. From cuts you've likely never heard of to why a single source farm beats the commodity aisle every time, and how the reverse sear trick can turn patience into a steak that rewards the wait.
It takes a butcher who values quality, exercises patience, and knows the whole animal to find options you never knew existed. It takes the same from a guide to build a plan that's just as complete.

The cut you don't know might just be the one you've been craving all along.

📻 Airs Sundays at 9 AM on NewsTalkSTL
🎥 Watch anytime: https://www.SerenityWealthNow.com/Show
🎶 Listen on Spotify: SerenityWealthNow with Chris Cooper
🥩 Visit The Quarter Butcher: https://www.TheQuarterButcher.com
💬 Ready for your own conversation? Let's talk.


08/28/2026

The Complete Cut

Ryan Sommerkamp of The Quarter Butcher opened the doors to his shop in St. Charles with one mission in mind, to bring local, single sourced, high quality meats to the community, one cow at a time. He shares his chef-level knowledge on The Show this Sunday.

From pasture to plate. One quality cut at a time.

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 The Quarter Butcher: https://www.TheQuarterButcher.com


08/28/2026

Serenity Soundbite
🚸 Look Both Ways

School is back in session, and with it the routine. New schedule. New structure. And a much needed reality of routine to students' lives.

The value of routine applies to adults too. Summer can stretch our focus, and the back to school season is a great time to get back on track before the year runs out.

Review 401(k) contributions. Adjust budgets before the busy holiday season. Analyze any deferred compensation options. Consider Roth conversions. Ensure any RMD plans are lined out.

Education does not stop after graduation. The more you understand about these decisions, the more confident you become in your financial future.

👉 Crossroad confidence goes beyond instinct.

❓ How many financial intersections have you crossed without looking?

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


Two hard working savers retire with the same savings, the same portfolio, and the exact same average return over 20 year...
08/27/2026

Two hard working savers retire with the same savings, the same portfolio, and the exact same average return over 20 years, yet end up in completely different places.

The difference isn't the return. It's the order it showed up in.

It's called sequence of returns. It doesn't matter much while you're saving. It matters a great deal in retirement, because your income still has to come out of the account while it's down.

A real retirement strategy includes an income strategy, one that lets you enjoy your lifestyle whether the market is up or down today, and holds up for the tomorrow you deserve.

A few things worth getting right early:

🔹Where Social Security and pension income fit into your withdrawal order.
🔹How to balance investments for short-term needs versus long-term growth.
🔹Which accounts to tap first, and why that order matters.

Sequence-of-returns risk isn't about trying to predict the markets. Nobody has a crystal ball. The goal isn't predicting the next downturn, it's positioning yourself so it doesn't matter as much when it comes.


08/25/2026

Every family could use their own CFO. Who's yours?

Here's a clip from our recent episode of The Show with Chris Cooper and special guest Tucker Roeder of LRVS Advisory Group.

🏷️ SWN 111 - 08/23/26 | No Such Thing as Last Year's Price 🏷️

Everything seems marked up these days. Here's what we're marking down in this episode:

• How renewing auto policies on auto-pilot can quietly cost families thousands
• Real strategies to cut a tuition bill down to a fraction of the cost
• When a “bigger” job offer may turn out to be a smaller net paycheck
• Why long-term care costs are one of the harder increases to plan for

📻 Airs Sundays at 9 AM on NewsTalkSTL
🎥 Watch the full episode: https://youtu.be/sQP5iuq2kkc
🎶 Listen on Spotify: SerenityWealthNow with Chris Cooper
🏷️ Powered by the Fortis Network: https://www.FortisCapitalAdvisors.com
💬 Ready for your own conversation? Let's talk.


There's usually no single moment when the roles shift with aging parents.A confusing medical bill. A missed payment. A s...
08/24/2026

There's usually no single moment when the roles shift with aging parents.

A confusing medical bill. A missed payment. A scam text that almost got clicked.

Small things. Until they're not.

The question that shows up eventually. How do you step in without taking over?

The goal isn't about taking immediate control. It's making sure the right people, information, and safeguards are in place before a decision has to get made under pressure.

One way to open the door without it feeling like an intervention. Mention you've been reviewing your own estate documents, and realized you're not totally sure where everything is for the whole family either. Sometimes that's enough.

The families who feel best about how this chapter goes are usually the ones who treated it as something to get ahead of, not something to react to.


🏷️ No Such Thing as Last Year's Price 🏷️This week on The Show, we sit down with Tucker Roeder of LRVS Advisory Group, ...
08/23/2026

🏷️ No Such Thing as Last Year's Price 🏷️

This week on The Show, we sit down with Tucker Roeder of LRVS Advisory Group, a fellow Powered by Fortis advisor who guides families in a familiar way, to simply be a resource for whatever comes next.

🎙️ Join Chris Cooper and Tucker as two advisors share the kind of context that makes a difference to the families they help every day. Tips to combat rising insurance premiums. The importance of timing big-ticket and seasonal purchases. And the real math behind a job offer that may look bigger than it actually is.

Every family runs a budget. But running a budget like a business can make a real difference, with someone watching the numbers, understanding what they mean, and guiding the decisions along the way.

Every family could use their own CFO. Who's yours?

📻 Airs Sundays at 9 AM on NewsTalkSTL
🎥 Watch anytime: https://www.SerenityWealthNow.com/Show
🎶 Listen on Spotify: SerenityWealthNow with Chris Cooper
🏷️ Powered by the Fortis Network: https://www.FortisCapitalAdvisors.com
💬 Ready for your own conversation? Let's talk.


08/21/2026

No Such Thing as Last Year's Price

Tucker Roeder of LRVS Advisory Group, a fellow Powered by Fortis advisor, joins Chris for some real talk about inflation on The Show this Sunday.

Today's plan. Tomorrow's price. Plan accordingly.

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
🏷️ Powered by the Fortis Network: https://www.FortisCapitalAdvisors.com


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