Small team. Big picture.
We stay intentionally small so we can truly know our clients, give thoughtful guidance, and deliver the personal attention every family deserves.
Managed by two partners that know it by heart.
Get to know us.
Nandan Shah
Founder & Managing Partner
Nandan founded Serein Wealth Advisors on a simple belief: families deserve financial guidance that is personal, proactive, and built on trust. By putting financial planning before portfolio management and relationships before transactions, he created a firm where every client receives thoughtful, attentive care.
He leads client relationships and investment strategy, helping families make confident financial decisions with the discipline, integrity, and fiduciary commitment that define the Serein experience.
Alden Drake
Partner & Director of Client Service
Alden helped build Serein Wealth Advisors around a shared belief that wealth management should be personal, thoughtful, and built on lasting relationships. As Partner and Director of Client Service, she leads the client experience, making sure each relationship is supported with proactive communication, careful coordination, and a genuine understanding of what matters most to each client.
Working alongside Nandan, Alden helps determine the firm’s strategy, while leading the day-to-day operations. She has built the systems and processes that support the firm’s growth while preserving what matters most, personal relationships, responsiveness and attention that every client deserves.
HOW WE WORK
Anticipate. Explain. Follow through.
The standard behind every relationship.
Nandan leads client relationships and investment strategy. Alden leads the client experience and the systems behind it. Together they work the way a trusted chief of staff would: anticipating what you will need, explaining the why behind every what, and following through before you have to ask.
A reply within one business day, every time
Annual reviews and quarterly check-ins
Outreach whenever life or markets change
Frequently Asked Questions
Asked often,
answered plainly.
Who will I work with at Serein?
The partners, directly. Nandan and Alden are part of every client relationship, from the first conversation through every review that follows. You are never handed off.
Why does Serein stay small?
Because attention does not scale the way assets do. A firm serving thousands of households has to standardize. A firm serving a deliberately small number of families can personalize everything, keep its response standard, and know each family well.
How quickly will I hear back?
Within one business day, for every call and every email.