01
Chapter 01
Risk & Insurance Review
Life, disability, long-term care, umbrella — sized to the plan, no commissions.
Hattiesburg, MS
Personal counsel
Personal counsel
built around your life
Serene Wealth Management offers Hattiesburg families patient, plain-spoken wealth counsel — coordinated across investments, estate, insurance, and tax, and built around what your wealth is actually for: the life it makes possible.
About the principal
Personal counsel, close to home.
Stacey J Clark founded Serene Wealth Management, a Hattiesburg wealth practice offering personal, plain-spoken counsel. Serene works closely with families, retirees, and business owners across the full financial picture — investments, estate and legacy, insurance and risk, and the transitions that shape a life's work.
Stacey J Clark founded Serene Wealth Management, a Hattiesburg wealth practice offering personal, plain-spoken counsel
The practice
By the numbers.
A snapshot of the practice to date.
05
Years in practice
Practice areas
Five engagements, all in the long view.
Counsel is delivered as a single, integrated relationship — not a menu of services.
02
Chapter 02
Concentrated Stock Strategy
Diversification plans for households whose net worth sits in a single position.
03
Chapter 03
Charitable & Foundation Work
Donor-advised funds, private foundations, qualified charitable distributions, family giving plans.
04
Chapter 04
Business Exit Planning
The wealth strategy that runs alongside the transaction, before during and after the sale.
05
Chapter 05
Estate & Legacy Planning
Plans that account for the people, not just the assets — beneficiaries, trusts, generational handoff.
A framework
Four notes from the practice.
Four commitments that shape every meeting, every recommendation, every decision.
Stewardship across generations
Plans built so wealth passes intact — and intentionally — to the next family.
Plain-spoken counsel
Plain English, no jargon. If we can't explain it, we don't recommend it.
Patient process
Real planning takes time. We move at the pace of decisions worth making.
Data plus judgment
We model exhaustively. Then we decide with you, not at you.
Who comes to Serene
Households planning the long horizon.
I do my best work for a specific kind of household.
01
Multi-generational families
Households thinking three generations out — preservation, governance, generational handoff.
02
High net worth households
Established balance sheets that need coordinated counsel across investments, tax, and estate.
03
Pre-retirees
Households in the last five years of accumulation, designing the income decade that follows.
04
Retirees
Households living off the portfolio. Withdrawal order, tax brackets, longevity, healthcare.
How we begin
Inquiry. Conversation. Discernment.
How a relationship begins, deepens, and stays useful over decades.
01
Discover
We start by understanding your full picture — your goals, your family, and what the money is really for.
02
Plan
We build a plan tailored to your life, not a template — coordinated across investments, tax, and estate.
03
Implement
We put the plan to work and handle the moving parts, so nothing falls through the cracks.
A note
I started Serene to do this work the way it should be done — personally, patiently, with your whole financial life in view. If that's what you're after, let's talk.
Stacey J ClarkFounder, Serene Wealth Management
Common questions
Before reaching out.
A short list of what prospective clients ask before reaching out.
Most new relationships start around $50,000 in investable assets — but fit matters more than a number. If you're close, or just getting started, reach out and we'll talk it through.
Serene is fee-based — most of what I do is advisory work where I’m paid directly by the families I serve, so my guidance stays aligned with your goals. If a commission-based product is ever genuinely the right fit, I’ll tell you up front and explain exactly how it works.
Yes. When I’m advising you, I’m held to a fiduciary standard — to put your interests first. It’s the standard this practice is built on.
Clients find me a few different ways — often an introduction from someone they trust, sometimes a search for an advisor who works this way. However you got here, you are welcome to reach out.
The first meeting is casual — a chance to get to know each other and walk through where your finances stand today. No pressure, no obligation, and nothing you need to prepare.
