Financial Advisors
Charlotte, NC
Serenity Wealth Management is a fiduciary financial advisory firm based in Charlotte, NC, dedicated to helping individuals and families build and preserve wealth through personalized investment and retirement planning. As a fee-only advisor, they align their interests directly with clients by charging transparent fees rather than commissions, ensuring unbiased recommendations. Their team specializes in comprehensive financial planning, investment management, and retirement strategy tailored to each client's goals and life stage.
Ideal for: Individuals seeking unbiased financial advice, Pre-retirees and retirees, High-net-worth families, Business owners
Service area: Charlotte, NC and surrounding areas
Fiduciary Standard: Serenity Wealth Management operates under a fiduciary standard, meaning they are legally obligated to act in your best interest at all times, not their own.
Fee-Only Model: As a fee-only advisor, they charge transparent, negotiated fees rather than earning commissions on products, eliminating conflicts of interest in recommendations.
Comprehensive Planning: They provide personalized financial planning that addresses retirement strategy, investment management, and long-term wealth building tailored to individual circumstances.
Address: 2015 Ayrsley Town Blvd #202, Charlotte, NC 28273
Phone: (704) 523-2272
Website: serenitywmnc.com
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