About Scott Serfass, CFP®, CRPC®, ChFC®, CLU®
Personal guidance for retirement, wealth, and family legacy.
Scott Serfass, CFP®, is a Private Wealth Advisor based in Charlotte, NC, with more than 20 years of experience helping individuals and families navigate the decisions that matter most — retirement, wealth stewardship, and the legacy they want to leave.
He works with clients preparing for retirement, living in retirement, and thinking intentionally about how their wealth can support the people and priorities that matter most to them and their families.
Scott brings a calm, long-term perspective to these conversations — helping clients build plans that reflect not just their finances, but the life they want to live.
He earned his bachelor's degree from Miami University and is a member of the Financial Planning Association. Outside the office, he enjoys spending time with his family, especially anywhere near the water.
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Experience
More than 20 years of perspective
A long-term perspective shaped by helping clients navigate retirement planning, investment decisions, and meaningful financial transitions.
Credentials
CFP® | CRPC® | ChFC® | CLU®
Four advanced designations representing deep, specialized training across retirement income planning, financial consulting, and wealth transfer — knowledge applied directly to each client's situation.
Fiduciary Approach
Personal, transparent, and steady
Fiduciary guidance means no hidden agendas and no conflicts of interest — just clear, honest advice built around your goals, your family, and the life you want to live.
Why WakePointe Wealth
A more personal experience for the decisions that matter most.
A relationship that stays personal.
Direct communication, consistency, and guidance built around your life — not a rotating team or a one-size-fits-all process.
One advisor who sees the full picture — income, investments, family, and legacy.
Retirement, wealth decisions, family priorities, and long-term legacy are better approached together than handled in separate pieces.
Less noise. More clarity. A process that actually feels manageable.
WakePointe Wealth is built for people who want to think clearly about important decisions — not wade through complexity or constant market noise.
Supported by LPL Financial
Independent guidance with established support behind the scenes.
WakePointe Wealth combines a personal advisory relationship with the infrastructure, resources, and operational support of an established platform.
Independent guidance
WakePointe Wealth is built around a more personal advisory relationship — one centered on clarity, trust, and guidance shaped around each client's goals and priorities.
Established support behind the scenes
Clients also benefit from experienced custodial, technology, reporting, and operational infrastructure that helps the relationship run smoothly and consistently.
A steadier client experience
That combination allows WakePointe Wealth to remain personal in feel while still being supported by the systems and resources needed to serve clients well over time.
Start with a conversation.
If you are looking for a more personal, thoughtful approach to retirement, wealth, and family legacy planning, WakePointe Wealth is here to help you move forward with clarity.