We invite you to discover and experience the power of our services. At our firm, we work as a close knit team and we treat one another as family. We believe it has far-reaching benefits for our clients to have access to several sources that all communicate with one another. Our passion is to connect with our clients and invite your family into ours. 

We realize that no one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.  

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

Disclaimer: Third-party comments may not be representative of all customer experiences.

Please visit our website for important disclosures. 




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Millenia Investments LLC

Millenia Investments LLC's headquarters in Chesterfield, United States

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Stephen Serati

Samantha Whitten

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