Senior Wealth Advisor

Kevin Sercia

Kevin conducts comprehensive portfolio analytics, performance due diligence, research on potential investments, and creation of client plans. In addition, he communicates with clients regarding service needs, facilitates advice delivery implementation, processes data to help produce appropriate strategies, and executes client transaction requests.

Kevin earned his Bachelors of Science in Quantitative Economics from the Unites States Naval Academy. As a Naval Officer he served as a pilot flying the T6-B Texan. With over 10 years in the Financial Industry Kevin holds Series 7, Series 66, Series 86, and Series 87 registrations through LPL Financial, and Florida Life, Health and Variable annuity Insurance licenses.

Kevin is a native of Martin County, FL. Away from the office, he enjoys spending time with his family including his wife, Kelly, and their 4 sons. Kevin also enjoys most sports, running, and swimming.

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Built For Your Needs

Our strategies

Portfolio Analytics & Performance Optimization

Investment Research & Due Diligence

Comprehensive Wealth Planning

Private Client Advisory & Ongoing Strategy

“Clarity Through Data. Confidence Through Strategy.”

We provide advanced portfolio analytics to evaluate performance, risk exposure, and asset allocation efficiency. Through data-driven insights, we identify opportunities to enhance returns, reduce volatility, and ensure your investments align with your long-term financial objectives.

“Comprehensive research, tailored to individual portfolios.”

Our investment process is grounded in rigorous research and comprehensive due diligence. We analyze market trends, individual securities, and alternative investments to uncover appropriate opportunities while mitigating unnecessary risk.

Your Wealth. Your Life. One Unified Plan.”

We develop personalized financial strategies that integrate investment management, tax efficiency, retirement planning, and estate considerations. Every plan is tailored to your unique goals, lifestyle, and legacy vision.

“Dedicated advisory for a select group of clients.”

We provide ongoing, high-touch advisory services designed for high-net-worth individuals. Through regular monitoring, strategic adjustments, and proactive communication, we strive to help preserve and grow your wealth across market cycles.