Empowering Our Clients and Community to

Plan Your Future
With Confidence

Signature Wealth Strategies is a wealth management practice serving families like yours in the Carolinas. 

Get The Support You Need To

build the life you want


Without enough support, making decisions about money can be stressful, uncertain, and overwhelming. Where do you start? What options are right for you? Does your current financial plan consider everything you really need? You don’t just need a financial plan; we believe you need the right plan for you. At Signature Wealth Strategies, our financial advisors meet you where you’re at and focus in on your goals.

Young Family-Signature Wealth Strategies

If you are a young family or professional looking to build a strong financial foundation, set big life goals, and start creating real long-term wealth, here are some things we would like to discuss and work through with you:

Custom financial planning

Debt repayment strategies

Rent vs. buy and mortgage review

401k investment review

Insurance coverage review

Tax savings strategies

If you are planning for retirement, having saved and invested over the duration of your career, and need to be certain you have enough money to support your family and lifestyle through retirement, we’ll discuss these crucial pieces of your retirement plan:

Your signature life plan

Retirement and lifestyle planning

Annuities and retirement income

Investment portfolio analysis

Senior and long-term care

Estate and legacy planning

Retiree-Siganture Wealth Strategies

Signature Wealth Strategies

We Aren't Just Financial Advisors

We're parents, children, community leaders & entrepreneurs.

We understand your goals because we have them too. Collectively, our advisors have more than 200 years of financial services experience and have worked with families and entrepreneurs across the country to develop plans to reach their life goals and grow their businesses. When our custom planning process is layered with concierge-level support, we empower our clients to live life intentionally, what we call a Signature Life.

Signature Life Plan

See how our Signature Life Plan works for you.

Curious?

Here's How It Works

You simply click to schedule a complimentary consult call with an advisor where we'll determine if our services are a fit for you. Next we'll set a discovery meeting in our local office to determine what you want to accomplish and how we can get you there. Click the images to the right for more details on our execution process.

Everyone wants to feel secure, particularly when it comes to their financial future. After you've developed a strategy to build and preserve your wealth, you can live with the confidence that comes from making decisions that follow a systematic approach specifically tailored for your life.

Get a detailed evaluation, professional guidance, and support to set yourself up for success.

1

Consult Call

Schedule a 15-minute call with one of our advisors to discuss your financial goals.

2

Discovery Meeting

Meet with an advisor in our downtown Florence office to assess your current reality and get your arms around where you are right now. You'll learn where your money is and where it goes.

3

Define Your Financial and Life Goals

We’ll ask thoughtful questions and will help uncover potential issues you may not have considered to help you define your financial and life goals, in real simple terms.

4

Align Your Life and Wealth

Having clearly defined what's important to you, we'll work with you to create and implement a strategy to move you forward. This is your Signature Life Plan. 

5

Manage Your Wealth

We'll manage your assets and monitor your wealth as it grows. We keep our finger on the pulse with a proactive strategy that keeps you one step ahead.

Recent Articles

From The Signature Blog

Signature Wealth Market Update

May 2021 Market Update

There has been an impressive rotation out of technology stocks and into industrial, basic materials, and financial stocks in 2021, and the first couple of weeks of May have seen that rotation continue. Basically, the stocks that outperformed in 2020…

Read More
Preparing for loss with a living will

Inspiring Confidence: Persevering Financially After the Loss of a Loved One

Many of us don’t want to think about our own mortality, much less that of those we hold dear. But death is something we all will face eventually — and sadly, it can happen at any moment. While the topic…

Read More
Market Update

April 2021 Market Update

The first quarter has wrapped up, with the S&P 500 finishing higher by nearly 6%, making it the fourth consecutive quarter of positive returns for the index. The underlying stocks remain very strong with almost all of S&P 500 stocks…

Read More
selling a business essential checklist

The Essential Checklist for Selling Your Business

Congratulations! The due diligence is done, and you and the buyer are satisfied with the deal. You’re getting ready to schedule a closing date where you and the buyer, along with your advisors and other professionals, will dot the i’s…

Read More
market-update

March 2021 Market Update

February saw stock markets regain their footing, as optimism over vaccinations, stimulus, and loose monetary policy propelled markets higher.  The S&P 500, a broad measure of the stock market, was up nearly 3%, and small-company stocks rose even more.  Volatility…

Read More
Social Security benefits age timeline with Early vs. Late Social Security election

When It Comes Time To Claim Social Security, Do You Know All of Your Options?

You know Social Security and retirement go hand in hand, but do you realize just how important it is to make the right claiming decisions? One Social Security misstep could leave you missing out on hundreds of thousands of dollars…

Read More

Managing Your Money

Doesn’t Have To Be Complicated

We take great pride in seeing our clients spending their time and money doing the things they love. When you have a plan, you can make decisions confidently, knowing that you're living your life intentionally.