Ryan KaysenCFP® • CERTIFIED FINANCIAL PLANNER™
A fiduciary private wealth manager in Charlotte helping families and business owners with trust administration, investment management, retirement, and tax planning.
Meet Ryan
Ryan Kaysen is a CFP® professional and private wealth manager who helps families and business owners navigate complex financial decisions with a client-first approach.
Ryan Kaysen developed an eye for value early. A childhood habit of trading and upgrading everyday items grew into a broader curiosity about how assets are priced, how markets work, and how thoughtful decisions can create long-term opportunity.
Before becoming an advisor, Ryan supported financial advisors behind the scenes, with experience across operations, investment distribution, and portfolio strategy. That foundation let him learn from experienced advisors and see how disciplined planning and investment design help clients pursue meaningful goals. After earning his CFP® certification, he moved into private wealth management to work directly with the people those strategies were meant to serve.
Working in private wealth management clarified what mattered most to Ryan: giving advice that puts clients first, without pressure from a firm's agenda. He later joined his family's business in a finance and operations role, which gave him a deeper understanding of the tradeoffs and decisions that business owners and families face. He went on to build his own practice, serving trust clients and families with complex planning needs across trust administration, investment management, retirement planning, and business transitions.
Ryan joined Serenity Wealth Management for its shared commitment to client-first advice, collaboration, and attentive service, which lets him spend more time on client relationships and planning. Outside of work, he enjoys time with his wife, Katie, their daughters, Olivia and Daphne, and their dog, Harley. Since relocating to Charlotte from Philadelphia in 2024, he has taken up tennis and pickleball and enjoys getting involved in the local community.
How Ryan Helps
Comprehensive private wealth management for families and business owners who want coordinated planning and a long-term relationship.
Investment Management
Portfolios aligned with your written plan and comfort with risk, reviewed as your goals change.
Retirement Planning
A plan to turn savings into dependable, tax-aware income built around your goals and timeline.
Trust Administration
Support for trustees and beneficiaries navigating trust administration and complex planning.
Estate Planning Coordination
Coordination with your attorney and CPA to align investments with your legacy goals.
Tax Planning
Tax-efficient strategies designed to reduce drag and coordinate with your broader plan.
Business Transitions
Guidance for owners planning for growth, a sale, or the next chapter of their business.
Areas Ryan Serves
Based at 2015 Ayrsley Town Boulevard in Charlotte, Ryan works with clients across the Charlotte region, and nationwide by secure video and phone.
Ayrsley and Steele Creek
Southwest Charlotte families and professionals planning for retirement and legacy.
Ballantyne
Executives and business owners seeking coordinated, fiduciary advice.
SouthPark and Uptown
Professionals who value independent guidance and a clear written plan.
Matthews and Mint Hill
Established households planning dependable, tax-aware income.
Fort Mill and Rock Hill
Families just across the state line who prefer coordinated planning.
Nationwide by Video
Clients across the country who prefer to meet securely by Zoom or phone.
Have questions? Let's talk.
Whatever stage you are at, Ryan is glad to answer your questions. Book a complimentary introductory call, or reach out directly.
Frequently Asked Questions
Is Ryan Kaysen a fiduciary financial advisor?
Yes. As an investment adviser representative of a registered investment adviser, Ryan provides advice in a fiduciary capacity and is committed to acting in his clients' best interest in that role. He is also a CFP® professional, and CFP® professionals commit to a fiduciary duty when providing financial advice.
What credentials and experience does Ryan Kaysen have?
Ryan is a CFP® professional and a private wealth manager with Serenity Wealth Management. He built his experience supporting advisors and in private wealth management before founding his own practice and later joining Serenity.
Where is Ryan Kaysen located and what areas does he serve?
Ryan works from 2015 Ayrsley Town Boulevard, Suite 202, in Charlotte, North Carolina. He serves clients across the Charlotte region, including Ballantyne, SouthPark, and Matthews, and nationwide by secure video and phone.
Who does Ryan Kaysen work with?
Ryan works with families and business owners, including trust clients and people with complex planning needs. His clients typically want coordinated investment, trust, and retirement planning and a long-term relationship.
What services does Ryan Kaysen provide?
Ryan provides investment management, retirement planning, trust administration, estate planning coordination, tax planning, and guidance through business transitions.
How do I schedule a meeting with Ryan Kaysen?
You can schedule a complimentary introductory meeting through the booking link on this page, or call (704) 523-2272. The first conversation is a no-pressure discussion to see whether his experience fits your situation.