Sera Capital

Introduction: Sera Capital is a local, father and son investment management team based in Annapolis MD. We are advisors and educators. We are independent. We are fiduciaries. We are not limited by our investment products. We manage money for clients the same way that we manage money for our friends, family and ourselves. Our fee structure is simple and transparent. We are specialists in certain investment strategies and we can assist with comprehensive services, such as estate planning, the sale of a business, complicated tax situations, trusts, and inter-generational wealth transfer. If you'd like to know more about us or to request a copy of our book, please visit our website financialtales.com. We love coming up with creative solutions for clients. For example, we've been able to help some high net worth clients keep millions of their hard earned dollars by eliminating toxic assets. We've also helped clients defer long term capital gains on investment properties and collect tax advantaged income while doing so. We love our independence, our freedom to give our clients the attention they deserve, and that we aren't limited in what we can do.