top of page

We are an advisory firm

building investment & financial strength

for individuals, families and businesses

get in touch

 

NANCY WAKEFIELD, cdfa®

Write: nancy@planserene.com

Schedule: calendly.com/exploreadvice

​

JARED RAMUSSEN

Write: jared@planserene.com

Schedule: calendly.com/talkwithjared

​

KELLY MCDERMOTT, CDFA®

Write: kelly@planserene.com

Schedule: calendly.com/kelly-planserene

​

news & more

Read our blog and quarterly updates.

  • LinkedIn Icon
  • Facebook
  • YouTube

Client login

Access your account and reports

© 2025 Serene Point Advisors LLC

Privacy Policy      Terms & Conditions      Contact Information      Consulting Policies 

 

Serene Point Advisors LLC is a registered investment advisor in the States of Oregon and California. The Adviser may not transact business in states where it is not appropriately registered or excluded from registration. Individualized responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

bottom of page