New Bern, 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 New Bern

Signature Wealth Strategies in New Bern, NC is a wealth management practice serving families like yours with financial planning and investment solutions.

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.

New Bern

Let's Talk...

We understand that navigating the financial landscape can be overwhelming, so we offer a no obligation, complimentary consult.

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.

With Ashley serving as rest stop captain and Signature being a team sponsor, we have enjoyed...

Do you have a favorite business? Is there a guy, gal, or family of business owners...

Originally posted on newbernsj.com “Because we are in the financial industry, we are considered essential employees,”...

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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New Bern, 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.

(252) 634-9414

315 Metcalf Street,

New Bern, NC 28562

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.

Ashley Irizarry
Walking with our clients through each step of the planning process and getting to know them along the way makes my work enjoyable. Helping my clients reach their goals, that’s the real joy of it and where my main reward comes from.
Wealth Advisor, RJFS
Jonathan Tait
I am a teacher at heart. Through education we can help our clients not only understand where they stand today, but the process behind achieving the goals we establish together.
Senior Wealth Advisor, RJFS