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:

swiss replica

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 strategies market update

October 2021 Market Update

October has gotten off to a rocky start, as concerns of government shutdowns, COVID, debt ceilings, inflation, supply chains, and infrastructure bills have dominated the news.  While all of these certainly can create volatility, I believe that stocks will continue…

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market update

September 2021 Market Update

Summer is officially winding down, but you’d never know it from all the heat and storms we’ve had. The very low volumes on the New York Stock Exchange recently are a reminder of all of the investment professionals that are…

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retired couple sitting on beach

“Retirement Rules”: Why You Shouldn’t Wait to Start Living the Life You Deserve

If you could retire from work today, what would you do with your time? Would you travel, spend more time with your families, volunteer or pursue a favorite hobby? Well, what if I told you that you could do all of…

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Market Update

July 2021 Market Update

Amazingly, the year is already halfway over. It’s been full of events so far: a new President, battling COVID, vaccinating for COVID, Tom Brady winning another Super Bowl, meme “stonks,” genetically modified mosquitos (yikes!), and the gas pipeline hack and…

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Real estate investing

Home, Sweet Home(s): Investing in Real Estate

In his celebrated 1822 song, Home, Sweet Home, playwright John Howard Payne profoundly and firmly holds his own home as a more revered spot than a royal palace (even if the said home is a “lowly thatched cottage”). While you…

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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

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.