Serenity Wealth Management

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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 beyond
🧭 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.

🤖 Artificial Fear, Real Opportunity 🤖This week on The Show, we sit down with Chris Caplinger of Lonocode. A software b...
10/25/2026

🤖 Artificial Fear, Real Opportunity 🤖

This week on The Show, we sit down with Chris Caplinger of Lonocode. A software builder who takes businesses all the way to the goal line, finishing the job most off-the-shelf solutions leave stuck at the twenty.

🎙️ Join Chris Cooper and Chris Caplinger as they debug the doom and gloom about AI making humans obsolete, explain why it matters which country wins the data center race, and share one simple move that can protect your family from voice-clone scams this Cybersecurity Month.

Every leap forward has come with its share of doom and gloom, and the people who tune out the noise tend to be the ones positioned for what comes next. Growth and protection were never opposites, and the best plans tend to make room for both.

Don't fear the future. Protect it.

📻 Tune in: Sundays at 9 AM on NewsTalkSTL
🎥 Watch anytime: https://www.SerenityWealthNow.com/Show
🎶 Listen on Spotify: SerenityWealthNow with Chris Cooper
📲 Follow for more
🤖 Visit Lonocode: https://www.Lonocode.io
💬 Ready for your own conversation? Let's talk.


10/23/2026

Artificial Fear, Real Opportunity

Chris Caplinger of Lonocode has spent a career building software, and AI just rewrote how he does it. This Sunday he's unplugging the doom and gloom on The Show.

The robots aren't the ones you need to worry about.

Don't miss it. This Sunday at 9 AM.

📻 Tune in: Sundays at 9 AM on NewsTalkSTL
🎥 Watch anytime: https://www.SerenityWealthNow.com/Show
🎶 Listen on Spotify: SerenityWealthNow with Chris Cooper
📲 Follow for more
🤖 Visit Lonocode: https://www.Lonocode.io
💬 Ready for your own conversation? Let's talk.


10/23/2026

Serenity Soundbite
🌽 No 401(k) Left Behind

Corn mazes are fun right up until you realize you lost someone along the way.

A job change can work the same way. New badge. New people. New plans. And a lot of paperwork.

And sometimes the maze shifts on you. Companies merge. Plans switch providers. Statements stop finding you.

Meanwhile, somewhere back there, an old 401(k) can be left wandering the rows with no contributions and no one watching as it slowly falls behind.

It still looks like a retirement account. It just isn't part of the plan anymore.

The fix isn't complicated. It just needs a direction.

👉 Retracing your steps can be costly. When it comes to your assets, the right momentum is forward momentum.

❓ Your career has taken a lot of turns. Did every account make it out of the maze with you?

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


No estate plan in place?Good news: you have a plan. Bad news: it's in the probate court's hands.State law decides who ge...
10/22/2026

No estate plan in place?

Good news: you have a plan. Bad news: it's in the probate court's hands.

State law decides who gets what. A probate judge decides who makes the calls.

That's a roll of the dice your family never asked for.

The core pieces aren't complicated:
📝 A trust or will - Who gets what, and who's in charge of making it happen.
📝 A healthcare directive - What you want if you can't speak for yourself.
📝 Two powers of attorney - One for medical decisions, one for financial. Each naming a specific person.
📝 A letter of instruction - The practical map. Where the accounts live, who your professionals are, and what the kids (or the dog) need.

An attorney drafts the documents. We help make sure the money and the financial strategy move in the same direction. Otherwise, you've just got an expensive piece of paper.


10/20/2026

Chase off the ghosts. Put the zombies to work. Take the scare out of your story.

Here's a clip from our recent episode of The Show with Chris Cooper and returning guest Cathy Conner of Conner Roofing.

👻 SWN 119 - 10/18/26 | Don't Let the Ghosts Catch Up to You 👻

Before the first frost hits, here's what this episode nails down:

• Why gutter guards and attic ventilation matter just as much as the shingles themselves
• The ghastly truth behind storm chasers and the telemarketers who call you
• What real reviews really mean when it comes to quality craftsmanship
• The not so scary move that can spring some life into an old 401(k) account

📻 Tune in: Sundays at 9 AM on NewsTalkSTL
🎥 Watch the full episode: https://youtu.be/Dr1X73vGokY
🎶 Listen on Spotify: SerenityWealthNow with Chris Cooper
📲 Follow for more
👻 Visit Conner Roofing: https://www.ConnerRoofing.com
💬 Ready for your own conversation? Let's talk.


The phone rings. It's your daughter. She's panicked. Upset. Saying she's in trouble. And she needs money sent her way AS...
10/19/2026

The phone rings. It's your daughter. She's panicked. Upset. Saying she's in trouble. And she needs money sent her way ASAP.

Here's the problem. It isn't her.

One mother lived that exact call. What she heard was an AI clone of her daughter's voice.

The FBI tied more than $890 million in losses last year to AI-enabled fraud, and voice cloning is one of the biggest drivers.

The technology keeps getting better, and the scammers keep getting more sophisticated. One study found a cloned voice fooled people about 4 out of 10 times. And it's not just Grandma getting these calls. Younger family members get them too, usually framed as a sibling or friend in trouble. Older adults just tend to lose the most.

The fix is surprisingly low tech. Pick a family code word, something a scammer could never guess, and agree that nobody sends a dime without it.

If you haven't set a code word yet, simply hang up and call the person back on the number you know is theirs. Scammers count on panic. A question, or even a ten-second pause, is their worst enemy.

The voice may be familiar. The one doing the talking might not be.


👻 Don't Let the Ghosts Catch Up to You 👻This week on The Show, we sit down with Cathy Conner of Conner Roofing. A fami...
10/18/2026

👻 Don't Let the Ghosts Catch Up to You 👻

This week on The Show, we sit down with Cathy Conner of Conner Roofing. A family business opening their newest office in St. Charles County, with five-star reviews that are earned, one honest job at a time.

🎙️ Join Chris Cooper and Cathy as they call out the storm chasers who ghost you the second a job gets hard, resurrect the zombie 401(k)s left wandering behind at old jobs, and explain why hiring local beats hoping for the best.

An old 401(k) doesn't die when you leave a job behind. It just sits there, wandering around for direction, and can quietly drift away from the goals you have in life.

Chase off the ghosts. Put the zombies to work. Take the scare out of your story.

📻 Tune in: Sundays at 9 AM on NewsTalkSTL
🎥 Watch anytime: https://www.SerenityWealthNow.com/Show
🎶 Listen on Spotify: SerenityWealthNow with Chris Cooper
📲 Follow for more
👻 Visit Conner Roofing: https://www.ConnerRoofing.com
💬 Ready for your own conversation? Let's talk.


10/16/2026

Don't Let the Ghosts Catch Up to You

Cathy Conner of Conner Roofing has heard every trick a storm chaser uses to get through your front door. This Sunday she's sharing what actually gets a roof winter ready on The Show.

Some things you leave behind don't just disappear. They wander.

Don't miss it. This Sunday at 9 AM.

📻 Tune in: Sundays at 9 AM on NewsTalkSTL
🎥 Watch anytime: https://www.SerenityWealthNow.com/Show
🎶 Listen on Spotify: SerenityWealthNow with Chris Cooper
📲 Follow for more
👻 Visit Conner Roofing: https://www.ConnerRoofing.com
💬 Ready for your own conversation? Let's talk.


10/16/2026

Serenity Soundbite
🤫 The Quiet Chaos

Libraries have one rule. Keep it quiet.

Plenty of families run their money the same way. A Fidelity survey found 7 in 10 parents 55 and older with $500,000 or more invested have an estate plan. That’s great news. But only about 1 in 3 have shared the details with their kids.

It’s a missed opportunity for an important conversation with a big impact. Your kids can learn what to expect. You can learn things you didn’t know about their financial situation. And you can use that time to educate the next generation and adjust your plan so the money goes where you want it to go. Not to the IRS through unnecessary taxes.

The documents can say who gets what. Only you can explain the why.

👉 The number you choose to leave is optional. The why and how deserve a plan.

❓ If your kids opened your plan tomorrow, what would leave them guessing?

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


For 30-plus years, money just shows up. Every other Friday. Like clockwork.Then one day it doesn't.Retirement flips the ...
10/15/2026

For 30-plus years, money just shows up. Every other Friday. Like clockwork.

Then one day it doesn't.

Retirement flips the whole equation. Payday doesn't go away. You just become the bank that funds it. The payroll department that cuts the check. And the person who cashes it.

Meanwhile, the important questions change as well. For decades it was about building the pile. Now it's about spending it in a way you won't regret in the years to come.

It comes with a whole new set of decisions. Which account do you pull from first? How much do you withhold for taxes now that nobody does it for you? When do you turn on Social Security? How do you cover healthcare before Medicare kicks in?

The answers are as unique as your situation. And the closer retirement gets, the less hypothetical they become.


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