Sera Capital Management

Empowering Your Financial Future Through Strategic Planning and Education

Sera Capital distinguishes itself as a fee-only fiduciary firm offering comprehensive wealth management, investment planning, and consulting services. We specialize in empowering individuals and families to achieve financial security and navigate complex financial situations. With a strong focus on education and personalized solutions, we guide clients through every step of their financial journey.

Our Expertise

Our team of experienced professionals hold expertise in various financial areas, including:

• Tax-Deferred Investments: Mastering opportunities like 721 exchanges, UPREIT transactions, and DST investments to defer taxation and maximize wealth.
• Retirement & Estate Planning: Providing innovative solutions for retirement planning, estate preservation, and wealth transfer strategies.
• Business Transitions & Exit Planning: Guiding entrepreneurs in strategic planning for business succession and liquidity events.
• Investment Management: Delivering personalized investment strategies through research-driven analysis and ongoing monitoring.

Client-Centered Approach

At Sera Capital, we prioritize open communication, transparency, and personalized service. We believe in building lasting relationships with our clients, understanding their unique needs, and crafting tailored solutions that align with their financial goals.

In addition to our expertise, we offer

• Fiduciary Responsibility: As a fiduciary firm, we prioritize clients' best interests and act with utmost integrity and accountability at all times.
• Accessibility & Education: We provide regular communication, comprehensive reports, and access to educational resources to empower clients to make informed financial decisions.
• Transparency & Accountability: We disclose all fees and expenses clearly and adhere to the highest ethical standards.

Our Services

We offer a comprehensive range of services tailored to each client's needs, including:

• Investment Management
• Retirement & Estate Planning
• Business Transition Planning
• Opportunity Zone Investments
• Investment Education & Consulting

Partnering for Success

We believe collaboration leads to lasting success. We work closely with clients, other professionals, and strategic partners to achieve optimal outcomes and ensure a secure financial future.