Charlotte, NC Financial Advisors

Lifestyle. Retirement. Legacy.

Don't put off living today in hopes of living well in retirement. You can have both.

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With a Suite of Specialized Solutions

Our approach is rooted in trust, integrity, and a genuine desire to see you thrive. We believe in the power of relationships and meaningful connections as we strive to understand your unique financial goals, challenges, and dreams. Our planning process is layered with concierge-level support to help empower you to live life intentionally, what we call a Signature Life.

Committed to Confidence

Signature Wealth Strategies in Charlotte, NC is conveniently located on the edge of Uptown – the central business district of Charlotte.

Traditional Values. We are a small local group of real people with real values, aligned with a prominent financial group. We go above and beyond to support our clients and help assure their success.

Planning & Goals. We manage your money by making sure you are aggressive enough to achieve the return needed to help with your long-term spending patterns and plans.

Team Effort. We work closely with your CPA, estate attorney, and any other crucial party to provide you with an all-inclusive financial strategy.

We strive to empower our clients and community to plan their future with confidence.

Signature Wealth Team

Choose Your Advisor

View our local advisors and review their background, expertise and specialized services.

Schedule a Consultation

Request a complimentary consultation with the advisor of your choice.

Enjoy the Signature Experience

We strive to empower our clients with the knowledge and resources needed to live their Signature Life.

Discover the Peace of Mind and Financial Traction

That comes with having a knowledgeable and compassionate financial team by your side

Local NewsWire

Events, press, articles and highlights from our team and local community.

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Signature Life Magazine

Carefully curated articles, advice and timely resources for our clients and community.

Charlotte, NC – Signature Wealth Strategies has announced the addition of Financial Advisor Josh Holby (CFP®,...

This past holiday season, our Charlotte team continued our Signature Cares initiative and teamed up with...

CHARLOTTE, N.C., May 27, 2021 / — Signature Wealth Group (an independent organization aligned with Raymond James Financial Services,...

Finance

January’s Economy & Stock Market Update

Happy New Year!  I hope everyone had a nice holiday season and is ready for a great 2024. While the stock market was somewhat narrow in its participation for most of 2023, a great 4th quarter gave a huge boost to many stock portfolios.  By the end of 2023, the S&P 500 had risen about 24%, the Dow Jones Industrial Average was up nearly 14%, and the NASDAQ Index (comprised largely of growth stocks) was up 43%!  That brings those indices back to roughly the same levels they were in January 2022, some a little higher, some a little lower.  The equal-weighted S&P 500, which measures each of the 500 S&P index stocks the same, was up about 12%, highlighting the

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Charlotte, NC Financial Advisors

We understand that navigating the financial landscape can be overwhelming, as it’s constantly evolving, so our advisors offer a no obligation, complimentary consult.

(704) 333-6441

521 East Morehead Street #150,

Charlotte, NC 28202

more than money

More than money management. Yes, we’re financial advisors...

But we’re also parents, children, community leaders & entrepreneurs – just like you. We understand your goals because we have them too. Our advisory teams meet you where you’re at to help you reach life goals or grow your business.

Chuck Foresyth
I love serving our community and helping clients set and achieve their financial goals. In Charlotte, we work as a team and collaborate with our clients to set up Signature Life Plans.
Wealth Advisor, RJFS
Todd Hogue
I do what I do because I'm deeply passionate about helping my clients achieve their financial dreams. My approach is all about collaboration and custom solutions. Your goals are my mission, and I'm dedicated to making them a reality.
Wealth Advisor, RJFS