WAKE POINTE CHURCH
AI summary — doctrinal positions on this page are inferred by AI from this church's own public statements and may be inaccurate.
In their own words
Statements
about_us
<!DOCTYPE html> Scott Serfass, CFP® | Retirement Planner Charlotte, NC | WakePointe Wealth Home About Who We Serve Retirement , Imagined. Your Legacy Insights Client Login Contact Us Menu 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 retiremenSource ↗
mission
<!DOCTYPE html> Retirement, Imagined | A WakePointe Wealth Discovery Retirement , Imagined Guidance for the life you've built — and the years ahead. A WakePointe Wealth Discovery Retirement , Imagined. Before the plan. Before the numbers. Before the meetings. Start here — with the life you actually want. 6 Sections ~15 Minutes 1 PDF Summary Begin Your Discovery What You'll Explore No right or wrong answers. Just the questions most advisors never ask. 01 Your Vision for Retirement What does a perfect Tuesday look like? What are you most looking forward to — and what's sSource ↗
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