Serfass, Phillips & Associates - Ameriprise Financial Services, Inc.

13830 Ballantyne Corporate Pl Ste 200
Charlotte NC 28277

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Opening Hours

  • Mon: 9am-5pm
  • Tue: 9am-5pm
  • Wed: 9am-5pm
  • Thu: 9am-5pm
  • Fri: 9am-5pm

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The advisor listed is an Ameriprise financial advisor in Charlotte. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. Family wealth is not self-perpetuating. Without careful planning, it's possible for the success of a family to dissipate in a matter of a generation or two. This classic rags-to-riches-to-rags proverb recognizes that family wealth is difficult to maintain through multiple generations as not only financial, but human and intellectual capital can fade along the way. Many clients want to create a legacy that helps their children and grandchildren use wealth responsibly and according to what the family finds important. We can work with you to build a plan for your financial legacy with the goal of creating something unique that tells your story for generations to come. Our process: Plan for you - First we focus on your future by helping you build a plan around the four cornerstones - cash management, protection, taxes and investments. Plan for your children - Thenext focus is working with you and your attorney to build an estate and wealth transfer plan with you and your children to help reduce the potential burdens of taxes and probate, while carrying out your wishes thoughtfully. Plan for future generations - Lastly, we focus on your plan addressing the resources needed to pursue happiness of future generations. This may include providing resources for implementing an annual family meeting, creating your family's coat of arms, and building the future leaders of your family................