by Bethany | Nov 22, 2025 | In The Media
$1,000 for babies? Here’s what to know about the new ‘Trump accounts’ Joe Anderson, Senior Wealth Manager and Founding Partner at Serae Wealth, explained to Houston Chronicle: “Ideally, the next generation has retirement style dollars...
by Bethany | Nov 20, 2025 | In The Media
How to Transition From HENRY to HNWI: Strategies to Take Your Net Worth to the Next Level Scott Hefty, Senior Wealth Manager and Founding Partner at Serae Wealth, explained to The Wall Street Journal: “At the end of the day, wealth is going to be built by taking...
by Bethany | Nov 12, 2025 | In The Media
From a Friend’s Memorial to Fundraising Event: The Super C Foundation Hosts 2025 Collin Campbell Memorial Tournament By: Marisa Vallbona, APR, Fellow PRSA, Founder/President CIM Inc PR Bobbie Anderson, chief operating officer and founding partner...
by Bethany | Nov 12, 2025 | In The Media
Joe Anderson Earns Prestigious Certified Tax Specialist Designation from The Institute of Business & Finance By: Marisa Vallbona, APR, Fellow PRSA, Founder/President CIM Inc PR Joe Anderson, a senior wealth manager and founding partner at Serae...
by Bethany | Oct 22, 2025 | In The Media
Buying Gold as an Investment: What to Watch For Scott Hefty, Senior Wealth Manager and Founding Partner at Serae Wealth, explained to Kiplinger: “Gold-backed ETFs can be a way to efficiently create diversification within an overall investment account, allowing...
by Bethany | Sep 26, 2025 | In The Media
Retiring Soon? How to Deal With Uncertainty Scott Hefty, Senior Wealth Manager and Founding Partner at Serae Wealth, explained to The Wall Street Journal: “What we can do is steer the ship in a direction, and yes, different winds or currents are going to push us one...
