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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. We meet you where you’re at and focus in on your goals.

Family-Siganture 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

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 downtown Florence 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.

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Consult Call

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

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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.

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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.

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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. 

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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

Diversification, Investing, Retirement, Returns, Dividends

Diversification: What It Is, Why It Is Important, and How You Can Stay Ahead of the Curve

Diversification in investing is simply having different investments that each reacts differently to the same economic event. In other words, it is the process by which one invests money in various entities to lessen the impact of market shifts or…

Read More
2018June-Market-Update

Market Update October 2019

  As the fourth quarter of 2019 began, volatility in financial markets has ticked up a little bit as worries seemed to intensify, then dissipate, only to have intensify again over a number of factors. Manufacturing has slowed, oil prices…

Read More
Salary Negotiation, Signature Wealth Strategies, Florence, SC

6 Ways to Navigate Your Next Salary Negotiation with Ease

Salary negotiations can feel stressful. For many people, the idea of barging into a manager’s office and demanding a raise inspires a wide range of conflicting emotions, from fear to hope and everything in between. While many workers would like…

Read More
Small Business & Tax Cuts and Jobs Act

What Is the Tax Cuts and Jobs Act and How Does It Impact Small Business Owners?

The last couple of years have seen Congress deadlocked about several issues, which has left the country frustrated. However, one major piece of legislation that was successfully passed in 2017 was the Tax Cuts and Jobs Act. This law was…

Read More
2018May-market-update

Market Update September 2019

  August lived up to its historic reputation as one of the worst-performing months of the year for the stock market, as the S&P 500 index fell by about 1.5% last month, basically erasing July’s gains. Interestingly, for as great…

Read More
Work in Retirement, Signature Wealth Strategies Florence, SC

Not Ready to Fully Step Away? It’s Time to Consider Part-Time Work in Retirement

For many older workers, the prospect of retirement is lurking just around the corner, but there may be options, like part-time work, that you haven’t seriously considered. Maybe you’re excited about finally being able to have more time to accomplish…

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. 

© Signature Wealth Strategies

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