Build Your Plan, Craft Your Legacy
At WakePointe Wealth Advisors our approach is different.
We are not driven by product sales. We don’t only share the good news with you.
Rather, we are dedicated to helping successful people envision their dreams, identify their uniquely personal goals and build a financial roadmap to create a clear path for the future and a work-optional lifestyle.
Our Areas of Focus
By putting your interests first, we achieve more together. We provide transparent, evidence-based advice designed to address and solve your most pressing tax, estate and financial concerns. We outline deliberate actions for you to take to work towards what’s most important.
We’ve Adapted With You
Based in Charlotte, NC we’ve adapted our business to a virtual practice in order to do our part to keep us all safe and healthy. Yes, we miss those in-person meetings with our valued clients, and can’t wait until we can meet in person again. But, by adapting to the new world of virtual meetings, we are only a click away from answering your questions or walking you through your retirement plan. We look forward to continuing to provide our existing clients with the exceptional service they’ve become accustomed to, although virtually.
We also look forward to connecting with those professionals, executives, business owners or retirees who are eager to plan for their financial future.
Request a complimentary consultation
Securities are offered through LPL Financial, Member FINRA/SIPC. WakePointe Wealth Advisors and Wakepointe Wealth are other business names 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.
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.
CRPC conferred by College for Financial Planning.
The LPL Financial registered representative associated with this page may only discuss and/or transact business with residents of the following states: CA, DC, FL, GA, IL, IO, KS, KY, LA, MD, MI, MN, NY, OH, OK, PA, SC, TN, TX, VA. Insurance Registered: NC, SC