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Comprehensive Wealth Management for Every Stage

Serenity Wealth Management is a fee-based fiduciary firm helping individuals and families bring retirement, investments, taxes, and estate planning into one coordinated strategy.

Schedule a Complimentary Consultation Call (949) 785-1535
  • FiduciaryObligated to act in your best interest
  • CFP® ProfessionalsRigorous certification standards
  • Coordinated PlanningInvestments, tax, and estate together
  • Local OfficeCosta Mesa, CA

We are proud to have once again been named one of
Forbes' Best-In-State Top Next-Gen Wealth Advisors! 

Being recognized with this prestigious award for 2 years in a row means the world to us.
It shows the impact we are making in our clients' lives and that our people-first approach to client service is working.

2026 Forbes Top Next-Gen Wealth Advisors Best-in-State for IL, published August 2026, research by SHOOK Research LLC, data as of March 2026 is is valid through August 2027. No fee was paid to be considered for this ranking. For more information on the methodology you can find that here.

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We are proud to have been named one of AdvisorHub's Top RIA's to Watch Four Years In A Row!

From AdvisorHub:

"Our list is not just based on assets and production but also professionalism and growth. It’s a measure of who is doing their job and servicing their clients and their community. We are proud to have our share of multi-billion dollar advisors, but they still need to rank high in growth metrics to make the list. In other words, sitting on a book of inherited accounts from 20 years ago won’t guarantee a spot."

*We were awarded this recognition on June 16, 2026 for the 2026-2027 period.

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A Coastal California Approach to Wealth Management

Life in Orange County brings its own financial rhythm. A tech or aerospace equity package, a growing practice, a high cost of housing, and California's tax picture can each pull your money in a different direction. Our role is to help you weigh those choices with confidence instead of guesswork.

Working from Costa Mesa, we are obligated within the advisory relationship to put your interests first, and our planning is led by a CERTIFIED FINANCIAL PLANNER™ professional held to the standards of the CFP Board. We connect your investments, retirement income, and tax strategy so they pull in the same direction.

Why Coordinated Planning Pays Off in California

For a two-income Orange County household, a tax choice can quietly cancel out an investment gain. Weaving those threads together is where planning earns its keep, and it is the part most people never reach on their own.

Roughly half

of working-age U.S. households are at risk of not maintaining their standard of living in retirement, according to the Center for Retirement Research at Boston College National Retirement Risk Index.

Ages 62 to 70

is the window the Social Security Administration gives you to claim benefits, and the age you choose can change your monthly benefit for the rest of your life.

13.3% top rate

is California's highest marginal state income tax bracket per the California Franchise Tax Board, one reason coordinated tax planning matters more here than in many states.

How We Help You Plan

We bring the major pieces of your finances together into one cohesive plan aimed at your goals.

Retirement Planning Income sequencing, Social Security timing, and withdrawal strategy so the savings you built can support the life you want in retirement. Investment Management Portfolios matched to your goals and time horizon, reviewed and rebalanced as your career, family, and markets change. Tax Planning Year-round tax coordination alongside your CPA, with attention to the California and federal picture, working to keep more of what you earn. Estate Planning Strategies to transfer wealth on your terms and protect the people and causes you care about, coordinated with your attorney. Equity Compensation Planning Strategy for RSUs, ISOs, and stock options, including vesting, concentration, and the tax timing of sales. College Planning 529 and education-funding strategies weighed against your retirement and tax goals, so one priority does not crowd out another.

Samara Carter

Client
Trevor has been my financial advisor for the past few years. He's incredibly knowledgeable, patient, and always takes the time to answer my questions. I truly appreciate his honest advice and the confidence he's given me when it comes to investing and planning for my financial future. I trust him and I am grateful for his guidance over the years. If you're looking for someone who genuinely has your best interest in mind, call Trevor!

Randall Wolff

Client
I've been working with Trevor for a while now and couldn't be happier with the experience. He actually listens to what you're saying and takes the time to understand your situation instead of jumping straight into advice. What I appreciate most is that he's honest and direct. If something doesn't make sense, he'll tell you. There's no sugarcoating and no sales pitch, just straightforward guidance that helps you make informed decisions. Even though we're in different time zones, he's always quick to get back to me. Communication has been easy from day one, and I've never felt left waiting for answers. Overall, Trevor has been professional, supportive, and genuinely invested in helping us reach our goals. I honestly can't think of anything negative to say. I'd highly recommend him to anyone looking for a financial advisor they can trust.

Elizabeth Tobias

Client
Mr. McGhie is the best! If you want honesty and reliability, choose him. I trust his instincts. He does his research for YOU. He works hard and puts his clients first - that is not a slogan, it is just how he works. Thank you Mr. McGhie.

Matthew Radke

Client
Serenity Wealth Management has been very helpful in getting my wealth health back on track. Easy to work with and very transparent. I appreciate their efforts in all areas.
More Testimonials

How We Help You Plan

We bring the major pieces of your finances together into one cohesive plan aimed at your goals.

Retirement Planning Income sequencing, Social Security timing, and withdrawal strategy so the savings you built can support the life you want in retirement. Investment Management Portfolios matched to your goals and time horizon, reviewed and rebalanced as your career, family, and markets change. Tax Planning Year-round tax coordination alongside your CPA, with attention to the California and federal picture, working to keep more of what you earn. Estate Planning Strategies to transfer wealth on your terms and protect the people and causes you care about, coordinated with your attorney. Equity Compensation Planning Strategy for RSUs, ISOs, and stock options, including vesting, concentration, and the tax timing of sales. College Planning 529 and education-funding strategies weighed against your retirement and tax goals, so one priority does not crowd out another.

Why Families in Orange County Work With Us

Our value comes from experience, transparency, and a fiduciary standard of care that puts your interests first. We are a local Costa Mesa practice that meets clients face to face and treats each relationship as one meant to last for decades, not a single transaction.

  • Fiduciary Standard of Care

    Our recommendations are made in your best interest, designed around your goals rather than product sales.

  • CFP® Professional Guidance

    Our planning is led by CERTIFIED FINANCIAL PLANNER™ professionals held to the CFP Board's standards.

  • Coordinated, Comprehensive Advice

    Investments, retirement, tax, and estate strategy managed together as one plan.

Trevor McGhie, CFP®

Trevor McGhie, CFP®

Financial Advisor and Private Wealth Manager

A CERTIFIED FINANCIAL PLANNER™ professional and fiduciary who earned his Business Administration degree at California State University, Fullerton. After learning from top advisors at a large investment firm, he chose the independent path to give Orange County individuals and businesses more tailored solutions.

Areas We Serve

We welcome the opportunity to meet in person or connect virtually, whichever works best for you. Our office proudly serves:

  • Costa Mesa
  • Irvine
  • Newport Beach
  • Huntington Beach
  • Anaheim
  • Santa Ana
  • The greater Orange County area

Let's Build Your Plan Together

Coordinating your investments, retirement income, taxes, and estate goals in one plan is where clarity begins. Start with a complimentary conversation and see how we can help.

Schedule a Complimentary Consultation Call (949) 785-1535

Helpful Content

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How Often Should You Update Your Estate Strategy?

How Often Should You Update Your Estate Strategy?

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Four Reasons Millennials Need an Estate Strategy

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What To Do When Your Income Reaches 7 Figures

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How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."

Frequently Asked Questions

Do you serve clients throughout Orange County?

Yes. Our office is in Costa Mesa, and we work with individuals and families across Orange County, including Irvine, Newport Beach, Huntington Beach, Anaheim, and Santa Ana. We meet in person or virtually, whichever you prefer.

What does fiduciary mean at Serenity Wealth Management?

Within the advisory relationship, a fiduciary is obligated to act in your best interest. Our planning is led by a CERTIFIED FINANCIAL PLANNER™ professional held to the standards of the CFP Board.

How are you compensated?

We are a fee-based fiduciary firm. We will walk you through exactly how our compensation works during your first conversation so there are no surprises.

Do you help with California-specific tax planning?

Yes. We coordinate year-round tax planning alongside your CPA with attention to both the California and federal picture, working to help you keep more of what you earn.

What should I bring to a first meeting?

Bring whatever gives us a full view of your finances, such as recent statements, tax returns, and a sense of your goals. If you are not sure, come as you are and we will guide the conversation.

Is the first consultation really complimentary?

Yes. The first consultation is complimentary and carries no obligation. It is a chance to see whether we are the right fit for your goals.