Serenity Wealth Management, Charlotte Fiduciary Financial Advisors
BizScore
Contact Information
-
Address
Financial planner · · 2015 Ayrsley Town Blvd #202, Charlotte, NC, 28273 -
Phone
(704) 523-2272 -
Website
serenitywmnc.com
Location
About Serenity Wealth Management, Charlotte Fiduciary Financial Advisors
Serenity Wealth Management, Charlotte Fiduciary Financial Advisors is a financial planner in Charlotte, NC. The firm operates as a fiduciary, meaning it is obligated to always act in the client's best interests, and offers complimentary consultations with its financial advisors. It serves individuals and families navigating a complex and ever-changing financial world.
The firm's philosophy holds that true wealth extends beyond financial assets to include peace of mind, security, and the freedom to pursue dreams. Its approach involves a team of experienced financial advisors who create customized financial plans tailored to each client's unique circumstances, values, goals, risk tolerance, and time horizon. Services are designed to support clients at every stage, from starting a career and preparing for retirement to managing wealth for future generations. The team works in partnership with CPAs and attorneys to include tax and estate strategy services for qualifying clients at no additional cost. Their mission is to help people make good decisions by developing, implementing, and monitoring strategies that address individual goals, from managing debt to saving for college and retirement. They emphasize a proactive approach and are willing to challenge conventional wisdom in investing and preserving wealth. The team includes CFP professionals with years of experience in financial services, and their history has prepared them to guide clients through life transitions.
The office is located at 2015 Ayrsley Town Blvd #202, in the Ayrsley neighborhood, about a tenth of a mile from Strayer University and two-tenths of a mile from the Seddon "Rusty" Goode Freeway and South Tryon Street. Jackson Pond and Coffey Creek are both about half a mile away.
The firm holds a positive rating from the customers who have reviewed it.
Clients can reach the office by phone at (704) 523-2272 or by email at [email protected], and can schedule a meeting to discuss their financial needs.