1. Serenity Wealth Management

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Charlotte, NC

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Serenity Wealth Management

5.0 (1 review)
Closed • Closed
Updated 1 month ago

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Services - Serenity Wealth Management

Estate planning

Inheritance planning

Insurance planning

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1 month ago

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Stay FAR AWAY From this business. This is a FRAUDLENT business. They are the top gas lighter in…read morethis city. They had MY tax information for OVER 8 MONTHS. Didn't DO ANYTHING just lies and yet I am still waiting for the magic of their work to be fulfilled. Services started back in September 2025 and its now March 2026 and NOTHING has been processed. But he collected my money over $3,165 Every month its consistent make-believe updates about my taxes and case. Every month I have to be the proactive one to ask about my status. This company takes zero responsibility or accountability for their actions. Very unorganized and promises the world of what they will do for you. But this company surely can't be trusted. I have over 8 months of evidence and I plan to conduct further legal matters with this case. Because not only do they have my personal information I am uncertain what they would do with it. I know have zero trust for this company and neither should you. I don't ever want anyone to go through this. You have been fully warned.

From the owner: We are the primary firm that will handle all your financial planning needs, including taxes,…read moreinsurance, and wealth management. We work with assets ranging from 5k to 10MM. We have a vast network. We also work with seniors and Medicare-eligible clients. We work with those who need ACA medical assistance, Entrepreneurial Development, and Legacy Empowerment. We also offer a network for pet insurance.

Belmont Capital Advisors - 123 N Main st  front porch / Main entrance

Belmont Capital Advisors

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I had a wonderful experience with Belmont Capital Advisors (BCA). Before becoming a client, I was…read moreimpressed by the time and care they took to explain my financial options, walk me through the associated risks, and make sure I understood the decisions in front of me. The entire experience was educational, informative, and thoughtful. They helped me navigate important aspects of retirement planning and tax planning, making what can often feel overwhelming much easier to understand. I appreciated the thoroughness, professionalism, and genuine attention given to my financial goals. The Belmont office is also absolutely gorgeous! It is a beautiful white Victorian home that has been exceptionally well maintained. The interior design thoughtfully preserves the character and integrity of the original home while providing a welcoming and professional atmosphere. Overall, BCA is a solid company with a wonderful staff and a commitment to providing a great client experience. I highly recommend Belmont Capital Advisors to anyone looking for knowledgeable, thoughtful guidance with their financial future.

I have been in the business for 32 years, went to work for them in January 2026. With all of the…read moreenvironments I have been at I am impressed in with the process, support and products they represent. So much so that I am now a client. I am in a support role so not influenced by new clients joining the firm. If you are considering a new advisory firm it would be beneficial adding Belmont Capital Advisors to your list.

Serenity Wealth Management - financialadvising - Updated October 2026

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