A Letter To Our Clients – Expanding into Spartanburg

signaure wealth management team in spartanburg

At Signature Wealth Strategies, we believe in constant improvement; particularly in the resources we have available to help you plan your future with confidence. As a part of that commitment, we founded Signature Wealth Group last year with the goal of affiliating other advisors who shared our values and – selfishly – could serve as additional resources to our client, when necessary.

Even though we won’t make an official announcement until tomorrow, I wanted you to know first. On Friday, March 23, 2018, Alliance Wealth Partners in Spartanburg, SC will be joining Signature Wealth Group! The AWP team has over 150 years of combined professional experience and includes 3 CERTIFIED FINANCIAL PLANNER™ professionals, a Certified Investment Management Analyst, and a former estate planning attorney with a JD in Law and a Masters of Law in Taxation.

Last year, we enlisted the help of an experienced Regional Director from Raymond James to assist with the day-to-day operations and are proud to be the largest Raymond James Financial Services office (based on client assets) in the Carolinas with offices in Greenville, Spartanburg, and Florence, SC and Charlotte and Mooresville, NC. As we grow, we’ll continue to search out experienced professionals who will allow us to access additional areas of focus designed to bring increased value to our relationship with you.

Expansions like this one are the reason we founded Signature Wealth and partnered with Raymond James; to give our clients access to concierge level service and a growing network of professional resources. We appreciate the opportunity to help you and your family plan for your future and are committed to continuously searching for ways to serve you better.

 

Chip Munn
Managing Partner, SWS
Senior Wealth Advisor, RJFS

135 South Dargan Street | Suite 200 Florence, SC 29506
843.519.1100 – Office 843.519.1121 – Fax
chip@signaturewealth.com | www.signaturewealth.com

* Raymond James does not provide tax or legal services. Alliance Wealth Partners is not a registered broker/dealer and is independent of Raymond James Financial Services.

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About Chip Munn

Managing Partner, SWS Senior Wealth Advisor, RJFS Chip is a Magna Cum Laude graduate of Clemson University, where he earned a degree in education and was selected as an Academic All American by USA Today. He began his career in finance as a financial consultant with Wheat First Union in 1998. He specializes in retirement and education planning and the transfer of wealth among generations. In 2015, Chip was ranked among the top 10 regional advisors under the age of 40 by On Wall Street magazine. This list, comprised of advisors from regional brokerage firms, recognizes advisors whose practices are the best in their field nationally.  Chip lives in Florence with his family. His community service credentials include secretary of the McLeod Foundation Board and a member of the Florence Downtown Development Board.  He has also held as past board positions with the Florence Family YMCA and The School Foundation. Follow Chip on LinkedIn.

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