Isn't it time to make your money work for YOU?
Seraphin Group, is a registered investment advisor that focuses on investment management services for working professionals and retirees. We manage taxable investment accounts, trusts, and IRAs for families and individuals who are seeking a greater level of personal attention and better returns on their investments. We begin all new client relationships by creating a financial plan that is centered around your future goals and aspirations while properly managing your level of portfolio risk.
We recognize that our clients are our greatest asset. We believe that trust, communication, and hands-on financial planning are essential to every client relationship. Those are not just words. We structured our business to ensure that our investment process caters to your needs without any conflicts of interest. As such, we do our own research, we do not sell investment products, and we never take commissions from anyone else. We’re 100% independent.
2012 Investment Results
Here's what Seraphin Group's current clients are saying:
Since being a part of Seraphin Group I am kept appraised of my investments on a regular basis with professional advice, which rarely occurred with my previous investment group. With Seraphin I feel that I am actually an important investor with a one on one relationship. And my investment plan is already increasing my worth. Slowly, but positively. -Robert Carman
James has given me a new confidence in the financial and investment world with his hands on and knowledgeable approach to his Profession! I have had other money managers over the years and have been very disappointed in their "could care less" attitude. Thanks James! -Jon Montague
After my son was born, I immediately opened a savings account to save for college. James advised me that there were much more effective ways to save and suggested investing. Initially, I was hesitant, especially after the hardships the economy has gone through. James gave me detailed information and recommendations about the investment options available to me. Investments were never something that I easily understood, but he turned my hesitation into assurance with clear explanations and suggestions. James is very trustworthy. He periodically updates me on my investments and reassures me that I can contact him whenever I want if I have any questions. -Stephanie Gaano
Working With Us
The RIA Difference
Few people recognize the subtle but critically important difference between a registered investment advisor (RIA), like Seraphin Group, and a stock broker.
In fact, it can be difficult for an individual to decipher because many so-called “financial advisors” are actually registered brokers. The difference is that a RIA is legally obligated to act in your best interest, while a stock broker has no such obligation. Because of this difference a stock broker can earn third-party commissions by excessively trading in your account and by selling you products like mutual funds, annuities, and other financial instruments. Clearly, this commission based structure presents a conflict of interest. How can you tell if your broker’s advice is right for you or if they are making recommendations in order to earn a commission? With Seraphin Group there is no need to worry. Our sole form of compensation comes directly from our clients, never from third-party commissions.
We believe that trust is the most important element to achieving long-term success in any advisory relationship. Seraphin was structured to eliminate conflicts of interest and provide the honest advice and portfolio management that every investor deserves. In fact, we align our interests with yours by charging a flat rate annual fee of 1% of assets under management. In other words, our compensation is tied to our performance for you.
You Are Our Priority
We, at Seraphin Group, believe that every client is unique.
That is why we cater your financial plan to your specific life goals and needs. Whether you are planning to buy your first home, saving for a child’s college education, or planning your retirement, Seraphin will be there to advise you each step of the way. We strive to be more than just your financial adviser. We want to be your business partner.
Services Tailored To You
Our Financial Planning & Advising and Estate Planning services are tailored to your unique needs.
We use our extensive experience to help you plan for a secure and prosperous future, and can assist you with Investment Management, Retirement Planing, College Savings and Advising for Defined Contribution Plans – 401(k), 403(b).
Working with Seraphin is easy.
All client relationships begin with a free no-obligation financial consultation where we will discuss your long-term financial goals and demonstrate how Seraphin Group can design a multi-stage investment plan that is right for you.
Call (855)5-SERAPH or email us to schedule your free consultation today, because it is never too early to start planning your future! We look forward to meeting you!