Scott Serfass - WakePointe Wealth Advisors

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Scott Serfass - WakePointe Wealth Advisors Retirement & legacy planning for the life you've built — and the years ahead. CFP® | Charlotte, NC | wakepointe.com

Securities are offered through LPL Financial, Member FINRA/SIPC (www.finra.org/www.sipc.org). WakePointe Wealth Advisors is another business name of Independent Advisor Alliance, LLC. All investment advice is offered through Independent Advisor Alliance, LLC, a registered investment adviser. Independent Advisor Alliance, LLC is a separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted by residents of any other state.

10/13/2026

Key things to consider during tax season.

10/06/2026

Simple moves to consider before you file.

09/29/2026

See what the latest tax law changes may mean for you.

You've spent decades building the financial foundation. Have you thought as carefully about the life that sits on top o...
07/21/2026

You've spent decades building the financial foundation. Have you thought as carefully about the life that sits on top of it?

Most families have thought about it some. And most haven't — at least not in the same depth as the finances.

Retirement, Imagined is our guided discovery for the life behind the numbers. Six sections. Fifteen minutes. A clearer picture of the retirement you actually want.

If those questions feel close, start here. Or reach out — we're always glad to start with a conversation.

www.wakepointe.com/retirement-imagined

What will you do when every day feels like a Sunday? It's a simple question. But most people heading into retirement ha...
07/15/2026

What will you do when every day feels like a Sunday?

It's a simple question. But most people heading into retirement have never really sat with it.

Not because they don't care — but because most retirement conversations never ask it.

Retirement, Imagined is a guided discovery — six sections about the life you actually want, before the plan, the numbers, or the meetings.

www.wakepointe.com/retirement-imagined

A client told me something I've never forgotten. She said the hardest part of retirement wasn't the money. It was the M...
07/09/2026

A client told me something I've never forgotten.

She said the hardest part of retirement wasn't the money. It was the Monday morning she woke up with nowhere to be — and realized she didn't know who she was without her work.

She's not alone. It's one of the most common and least talked-about transitions families face. Retirement changes more than your schedule. It changes how you see yourself.

If you're starting to think through what the next chapter looks like, Retirement, Imagined is a good place to start.

www.wakepointe.com/retirement-imagined

In retirement, every day can feel like a Sunday. So what does your Monday morning actually look like? Most people spen...
06/30/2026

In retirement, every day can feel like a Sunday. So what does your Monday morning actually look like?

Most people spend years planning the financial side of retirement — but very little time picturing the days themselves. The schedule. The rhythms. The sense of purpose.

Retirement, Imagined is a guided discovery — six sections about the life you actually want, before the plan, the numbers, or the meetings begin.

www.wakepointe.com/retirement-imagined

Changed jobs recently?Somewhere in the transition, there's a letter asking what you want to do with your 401(k).Most peo...
06/16/2026

Changed jobs recently?

Somewhere in the transition, there's a letter asking what you want to do with your 401(k).

Most people decide too quickly. Here's what to know first.

wakepointe.com/insights/job-transition-retirement-accounts

Did you know up to 85% of your Social Security benefit can be taxable?Most people don't — until it's too late to plan ar...
06/08/2026

Did you know up to 85% of your Social Security benefit can be taxable?

Most people don't — until it's too late to plan around it.

Here's how to get the sequencing right.

wakepointe.com/insights/when-to-take-social-security

For most people heading into retirement, the anxiety isn't about the size of their portfolio.It's about turning it into ...
05/26/2026

For most people heading into retirement, the anxiety isn't about the size of their portfolio.

It's about turning it into a paycheck.

Here's how to think about that shift.

wakepointe.com/insights/retirement-income-confidence

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Charlotte, NC
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