We manage wealth by helping our clients identify what’s truly important to them and creating the best path to get there, so they can spend more of their life doing what they love - with clarity and purpose.
Get the Latest Economy & Stock Market Update
Our local wealth advisors bring a monthly summary of the factors driving markets, offer insights on navigating market changes, and provide local commentary.
We Aim to Grow Your Wealth with a Suite of Specialized Strategies
Our approach is rooted in trust, integrity, and a genuine desire to see you thrive. Our financial advisors 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.
Determine the right accounts and asset allocation, identify specific investments to satisfy your target mix, and prepare for adjustments…
The closer you are to retirement, the closer your advisor should be. As you approach retirement, your priorities will shift, and new concerns may crop up. Your plan should shift as well.
Businesses
We understand that financing details are crucial when you own and manage a business. We provide expertise on how to best structure a company, protect your assets, manage cash flow, or exit your business through sale or transfer.
Maximize plan benefits while staying tax efficient to ensure your plan serves both your needs as an institution, as well as those of your constituents.
Portfolio Management
We gain insight into the risk and return characteristics of your investment options by weighing your goals, time horizon, and tax implications – to create a stronger portfolio tailored to you.
Committed to Confidence
Signature Wealth Strategies, located in Winston-Salem, NC, is nestled in the Blue Ridge Mountains and serves families and business owners in the greater High Country area.
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.
Sean Bokhoven, AAMS, ABFP®
Senior Wealth Advisor, RJFS
John Barrier, CFP®
Senior Wealth Advisor, RJFS
Lindsay Harrison, FPQP®
Office Manager, RJFS
Ellie Pittman, MBA
Client Service Associate, RJFS
Discover the Confidence 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.
The Latest Economy & Stock Market Update
Sean Bokhoven, AAMS; Senior Wealth Advisor, RJFS, brings his monthly summary of the factors driving markets, insights on how to navigate market changes and local commentary on the Boone and Winston-Salem, NC markets and beyond.
We were proud to host our Women’s Worth Alliance event at Grandfather Winery, bringing together inspiring...
Last Friday, we had the pleasure of hosting our Client Appreciation Night at the Winston-Salem Dash...
There’s something special about bringing together a room full of women to share conversation and bring...
Signature Life Magazine
Carefully curated articles, advice and timely resources for our clients and community.Read the latest edition now »
Winston-Salem, 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.
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.
