Signature Wealth Strategies_300

New Bern, North Carolina Financial Advisors

Empowering Our Clients and Community to

Plan Your Future
With Confidence

Signature Wealth Strategies is a wealth management practice serving families like yours in New Bern, NC and surrounding areas. 

Traditional Values
We are a small local group of real people with real values, backed by a prominent financial group. We go above and beyond to support our clients and 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, in addition to our own team of professionals to provide you an all inclusive financial strategy.

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.

Meet The Signature Wealth Strategies Team

Financial Advisors, New Bern, NC

Senior Wealth Advisor, RJFS
Wealth Advisor, RJFS
 
Client Service Associate, RJFS
 

Signature Life Magazine

Carefully curated for our clients and community. 

We are proud to bring you a local magazine published in-house by our own marketing team to keep you informed and engaged with our community, our team, and the market.

Each quarter we highlight timely market closures and deadlines that can affect your financial and retirement plans. Additionally, we'll feature the Signature Life Story of someone from our community to give you a peek behind the scenes at how others are living their best life today.

You'll also find informative articles and resources to help guide you on your own financial journey. Check back here for great content every season.

Latest Articles

From The Signature Blog

Signature Wealth Market Update

August 2023 Market Update

The big news recently, aside from the imminent return of college football, is that Fitch, a bond rating agency, has downgraded its rating of ...
read more

Retiree in Training

RETIREMENT & LONGEVITY Practice makes perfect when it comes to retirement. Are you ready to retire? Are you sure? Think about it before you ...
read more
Market Update

July 2023 Market Update

Happy summer! As we head into the second half of 2023, I wanted to take a moment to look back on how the year ...
read more

Have you prepared your personal documents for an emergency?

FAMILY & LIFESTYLE Proactive organization can make insurance claims and other recovery activities easier. Preparing for an unexpected storm or fire can help protect ...
read more
Signature Wealth Market Update

June 2023 Market Update

I hope you all had a fantastic Memorial Day weekend and are excited about the summer season ahead. I, for one, am looking forward ...
read more

Retirement doesn’t have to mean leaving your career behind

RETIREMENT & LONGEVITY More and more Americans are incorporating work into their retirement years. The traditional image of retirement as a time of purely ...
read more
Market Update

May 2023 Market Update

The month of April saw little change in the major stock indices as volatility fell to the lowest levels since November 2021. This occurred ...
read more

10 things your kids don’t want when you downsize

FAMILY & LIFESTYLE Among the list of least-wanted heirlooms? Fancy dinnerware, dark brown furniture and sewing machines. With spring in the air, now is ...
read more

LET’S BUILD CONFIDENCE IN YOUR RETIREMENT

Together we will review your portfolio, clarify your goals and develop a relationship that aims to set you up for financial confidence and success.

Questions?

We understand how easy it is to get overloaded by the investor information available these days. It can be difficult to succeed alone, so you may need a guide for your financial journey. But how exactly do you choose a guide? Start by finding someone you’re comfortable talking to. Look for an individual focused on helping you achieve your goals, not meeting their quotas.

It’s OK to talk with someone, even us, and realize it’s not a great fit, so we offer a complimentary “Ask Us Anything” call before committing to anything. Get to know us. Find out if we are a fit for your financial goals. And if you’re struggling with the best questions to ask, here are a few to get you started.

There is no “right” way to work with an advisor; in fact, there are many ways you may work with your financial guide. But like any relationship, you need open, honest, and regular communication to help you succeed. One of the most effective approaches we’ve seen is using an advisor to help do the following:

  1. Clarify your financial goals
  2. Set regular checkpoints
  3. Keep you on the right track

You may prefer to talk over the phone, on the web, in person, or a combination of the three. And we’re here to work in the way that is best for you. As you explore the most appropriate fit for you, we recommend using a three step process for creating a comprehensive plan.

Before discussing different types of investments, it is important to understand what you own and why you own it. Do you know the investments you have? What about the investments most appropriate for your financial goals? We believe the key to a successful investment strategy is choosing the tools that fit your long-term goals.

Once we determine the appropriate tools for your personalized plan, we help you optimize them for your success. We work with many types of investments: stocks, bonds, mutual funds, annuities, and exchange traded funds. Our team also assists you with individual brokerage accounts, IRAs, Roth IRAs, 401(k), and other corporate retirement plans, trusts, and institutional accounts.

*Investing involves risk and you may incur a profit or loss regardless of strategy selected.

Everyone defines “enough” differently. We believe that the key to a successful financial plan is determining how you define enough. In other words, how do you define the finish line? What does “success” mean to you? Our advisors assist you in defining your ideal end goal, then determine if you are on the appropriate path to get there.

But a great financial plan doesn’t focus only on retirement. We believe the journey should be as enjoyable as the destination, so we take other things into account as we develop your Signature Life Plan. 

We believe that a great financial plan is proactive, so our advisors help you protect what you have by discovering the insurance solutions you need. We help you with a variety of insurance needs, like

  • Life
  • Long-term care
  • Disability insurance

As we work through your plan and determine the insurance coverage you need, we assist you in the areas of estate planning and executive benefits.

Choosing the right insurance carrier is overwhelming and confusing.

If you have questions about anything that we can do to help you meet your goals – just ask. If we don’t know the answer, we’ll find it for you. In addition to our local contacts, our clients also have access to capital using margin lending, securities backed lines of credit, Raymond James Bank and Raymond James Investment Banking Services. Our other capabilities include assistance with public finance, capital markets and institutional services. To find out more, schedule a call. You can tell us what you’re trying to accomplish and we’ll help point you in the right direction.

We focus on all aspects of financial planning, so feel free to ask us anything. If we don’t know the answer, we will find it for you.
Along with local contacts, we are connected to capital using margin lending, securities backed lines of credit, Raymond James Bank, and Raymond James Investment Banking Services. We are also equipped to assist with public finance, capital markets, and institutional services.
Schedule a call today to ask any financial question you have, then see how we can best help you.

* Raymond James Financial Services, Inc. is an affiliate of Raymond James Bank, FSB, a federally chartered savings bank. Unless otherwise specified, products purchased from or held at Raymond James & Associates, Inc. are not insured by the FDIC, are not deposits or other obligations of Raymond James Bank, FSB, and are not guaranteed by Raymond James Bank, FSB, an affiliate of Raymond James& Associates, Inc., and are subject to investment risks, including possible loss of the principal invested.

New Bern Financial Advisors

315 Metcalf Street, New Bern, NC 28562 | Call: (252) 634-9414