From Uncertainty to Clarity.
Designing Financial Strategies That Endure.
Lasting wealth isn’t built overnight it’s shaped through thoughtful decisions, disciplined planning, and the power of time. My role is to bring clarity to complexity and help you design a financial strategy that grows with purpose and intention.
I know what it feels like to face big decisions with limited guidance. That’s why today, I help individuals, families, and entrepreneurs move from confusion to confidence, from stress to strategy, from surviving to building a life with purpose.
With over a decade of experience in tax strategy, wealth planning, and insurance solutions, I guide you through the complexities of your financial world so you can focus on what truly matters.
Time is the silent architect of wealth, shaping humble investments into towering fortunes.
Confidential • No pressure • No obligation
From Uncertainty to Clarity.
Designing Financial Strategies That Endure.
Lasting wealth isn’t built overnight. It’s shaped through thoughtful decisions, disciplined planning, and the quiet power of time.
I bring clarity to complex financial decisions, helping individuals, families, and entrepreneurs move from uncertainty to confidence through long-term strategy.
With over a decade of experience across tax strategy, wealth planning, and insurance solutions, I help you focus on what truly matters.
Time is the silent architect of wealth, shaping humble investments into towering fortunes.
Confidential • No pressure • No obligation
A Thoughtful Approach to Financial Decisions
Financial decisions rarely exist in isolation. They’re shaped by life events, priorities, responsibilities, and long-term goals that evolve over time.
My role is to help you step back, see the full picture, and make decisions with clarity and intention—rather than reacting to complexity or short-term pressure. Whether you’re navigating growth, transition, or simply seeking greater confidence in your direction, the focus is always the same: thoughtful planning, disciplined strategy, and decisions that endure.
I work best with clients who value perspective, coordination, and a steady hand over time.
Meet Serge Louis
Building Wealth with Integrity, Strategy, and Purpose
I’m a financial professional with a background in tax strategy, financial planning, and insurance solutions. I work with individuals, families, and business owners who value thoughtful guidance, clear structure, and long-term perspective.
My approach is grounded in understanding the full context of each client’s life and goals. By bringing together strategy, coordination, and disciplined planning, I help clients move forward with confidence—especially when decisions feel complex or uncertain.
I’m based in Florida and work with clients across the United States and internationally.
Outside of my professional work, I value lifelong learning, mentorship, and helping others make sense of complex decisions.
Education
- M.S. in Taxation – Florida Atlantic University
- M.S. in Finance (Investments) – Southern New Hampshire University
- BBA in Finance & Real Estate – Florida International University
Professional Credentials & Licenses
- Enrolled Agent (EA) – IRS Authorized Tax Professional
- Series 7 | Series 66
- 2-15 (Life, Health, and Variable Annuities)
- 2-20 (Property & Casualty)
Professional Focus
- Tax Strategy & Planning
- Financial Planning & Advisory
- Insurance & Risk Management
- Coordinated Wealth & Business Planning
Advisory Principles
These principles guide how I work with clients and the standards I bring to every advisory relationship.
Fiduciary Responsibility
I always act in your best interest, objectively and without compromise.
Long-Term Perspective
Every decision should support not just today, but the life you’re building over time.
Thoughtful Coordination
Advice works best when tax, wealth, insurance, and business decisions align.
Clarity Over Complexity
My role is to simplify decisions so confidence replaces confusion.
Personal Accountability
I value consistency, follow-through, and being present as your advisor through change.
How I Work With Clients
I work with clients through an ongoing advisory relationship focused on clarity, coordination, and thoughtful decision-making.
We begin by understanding your goals and priorities, then align strategies and move forward with confidence without rushing or unnecessary complexity.
When needed, I collaborate with specialized teams across tax, wealth, insurance, and business services so decisions remain coordinated and aligned.
If you’re seeking a long-term advisory relationship grounded in trust and clear thinking, this approach may be a good fit.
Who I Serve
Your financial journey is uniquely yours. Whether you’re just starting out or preparing for retirement, I help you move forward at every stage with clarity, confidence, and purpose. I work with clients who value thoughtful guidance, long-term perspective, and clear financial decision-making.
Individuals & Professionals
You’ve built a strong financial foundation; now it’s time to make it work smarter and more intentionally.
You’ve built a strong financial foundation.
Now it’s time to make it work smarter and more intentionally.
Families & Households
Growing income brings growing complexity. We help bring structure, coordination, and clarity.
Clarity and structure for shared goals designed to protect today and plan confidently for tomorrow.
Business Owners & Executives
Aligning personal and business decisions into one coordinated financial strategy.
Strategic guidance for complex financial lives by aligning business success with personal wealth and long-term vision.
Transitions & Growth
Navigating change with clarity, confidence, and long-term direction.
Support through life’s pivotal moments, retirement, liquidity events, and the next chapter ahead.
A Thoughtful Conversation Starts Here
If you’re navigating important financial decisions and would value a calm, experienced perspective, I invite you to schedule a private conversation.
This is an opportunity to talk through what’s on your mind, explore whether my approach is a good fit, and decide without pressure what makes sense for you.