Wealth Building Investors

Wealth Building Solutions

We have a number of investment management solutions for those looking to build wealth. We even have recommendations of trusted resources if you decide we are not for you.

Our first solution is free and will always be free and that is our blog and our opinions. We are applied investment researchers with decades of experience dealing with individual investors in all shapes and sizes. Our goal is to be one of your first stops when researching an investment topic.

Our second solution is our book, Financial Tales. It is a collection of 61 tales where we demystify through storytelling the financial journey we must all take. Like Dorothy in the Wizard of Oz, it is the first step one should take and starts at the beginning.

Our third solution is education. “Give a man a fish and you feed him for a day. Teach a man to fish and you feed him for a lifetime.” Here we have a selection of free and fee based offerings. If you like what you read and would like to further your education, we can provide you with a number of ways to accomplish your goals.

Our fourth solution for wealth-builders is through our automated investment management service. Under this solution, you become a client of Sera Capital and we manage your money based on our philosophy. To qualify you must first understand our philosophy and want us to implement it for you. It is our hope that you can do it for yourself but understand if you choose to allow us to navigate. It is our goal that once you have achieved a level of wealth where we are no longer your best solution, you can trust us to help you find a more appropriate advisor in your community. We hope to get you in the door, grow your capital until it at a critical juncture and then introduce you to someone that can help you complete the journey.

Ready to Get Started?

Sign up with us at Schwab here.
Enter Advisor Program Key: QB45
For help, call (855) 964 – 5208
Or, call Sera Capital directly at (301) 464 – 8333

Share Your Tale

Are you ready to share your Financial Tale?

One of the benefits our financial tales community enjoys is the ability to submit their own tale. We will keep your name private of course and if you send us a detailed overview of your financial situation we will respond to you directly in private and if your tale might be interesting to others we will share it with our fans and community.