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(704) 523-2272
info@serenitywmnc.com
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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 (704) 523-2272
  • FiduciaryObligated to act in your best interest
  • CFP® ProfessionalsRigorous certification standards
  • Coordinated PlanningInvestments, tax, and estate together
  • Local OfficeCharlotte, NC

A Client-First Approach to Wealth Management

Charlotte's growth as a banking and business hub means careers here move quickly, and the money decisions that follow rarely wait for a convenient moment. A promotion, a company transition, a relocation, or a growing family can each reshape your plan. Our role is to help you make those calls with clarity.

From our office in the Ayrsley area, 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 coordinate your investments, retirement income, and tax strategy so the pieces work as one plan.

Why a Coordinated Plan Matters

In a busy Charlotte household, a decision about taxes can quietly undo a decision about investments. Bringing those threads together is where planning earns its keep, and it is the part most people never get to 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.

4.25% flat rate

is North Carolina's individual income tax rate for 2025 per the North Carolina Department of Revenue, a factor worth planning around as your income and withdrawals change.

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 North Carolina 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. Roth Conversions Multi-year Roth conversion strategy weighed against your tax bracket today and your expected income in retirement.

Marsha S

Client
Ryan is professional, knowledgeable, and personable. He is always accessible and explains every action so I understand completely. I highly recommend Ryan!

Mark C

Client
Ryan has been an exceptional asset management partner for the family legacy trusts I oversee as trustee. He provides professional, responsive, and disciplined investment management while remaining attentive to each trust's unique goals, cash flow needs, and long term objectives. I also appreciate the care he takes in educating beneficiaries about investing, retirement planning, and financial decision making. His ability to communicate clearly and build trust has led several beneficiaries to choose Serenity for their own financial planning and wealth management needs. I highly recommend Ryan and Serenity to trustees, attorneys, families, and anyone seeking comprehensive financial planning, investment management, estate planning coordination, and multigenerational wealth management guidance.
More Testimonials

Why Families in Charlotte Work With Us

Our value comes from experience, transparency, and a fiduciary standard of care that puts your interests first. We are a local Charlotte 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.

Ryan Kaysen, CFP®

Ryan Kaysen, CFP®

Private Wealth Manager

A CERTIFIED FINANCIAL PLANNER™ professional who earned his certification after years supporting advisors in operations, investment distribution, and portfolio strategy. He works closely with families navigating trust administration, investment management, retirement planning, and business transitions, and relocated to Charlotte in 2024.

Areas We Serve

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

  • Charlotte
  • Ayrsley
  • Ballantyne
  • SouthPark
  • Matthews
  • Huntersville
  • The greater Charlotte metro area
  • Office2015 Ayrsley Town Boulevard, Suite 202
    Charlotte, NC 28273
  • Phone(704) 523-2272
  • Emailinfo@serenitywmnc.com
  • HoursMonday to Friday, 8:00 AM to 5:00 PM; Saturday by appointment

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 (704) 523-2272

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Frequently Asked Questions

Do you serve clients throughout the Charlotte area?

Yes. Our office is in the Ayrsley area of Charlotte, and we work with individuals and families across the metro, including Ballantyne, SouthPark, Matthews, and Huntersville. 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 explain exactly how our compensation works during your first conversation so you always know what to expect.

Can you coordinate with my CPA and attorney?

Yes. We regularly work alongside CPAs and estate attorneys so your tax and estate strategies stay aligned with your investment plan.

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 unsure, 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 simply a chance to see whether we are the right fit for your goals.