Empowering Our Clients and Community to
Plan Your Future
With Confidence
Signature Wealth Strategies is a wealth management practice serving families like yours in the Carolinas.
Get The Support You Need To
build the life you want
Without enough support making decisions about money can be stressful, uncertain, and overwhelming. Where do you start? What options are right for you? Does your current financial plan consider everything you really need? You don’t just need a financial plan; we believe you need the right plan for you. We meet you where you’re at and focus in on your goals.
If you are a young family or professional looking to build a strong financial foundation, set big life goals, and start creating real long-term wealth, here are some things we would like to discuss and work through with you:
If you are planning for retirement, having saved and invested over the duration of your career, and need to be certain you have enough money to support your family and lifestyle through retirement, we’ll discuss these crucial pieces of your retirement plan:
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.
See how our Signature Life Plan works for you.
Curious?
Here's How It Works
You simply click to schedule a complimentary consult call with an advisor where we'll determine if our services are a fit for you. Next we'll set a discovery meeting in our local office to determine what you want to accomplish and how we can get you there. Click the images to the right for more details on our execution process.
Everyone wants to feel secure, particularly when it comes to their financial future. After you've developed a strategy to build and preserve your wealth, you can live with the confidence that comes from making decisions that follow a systematic approach specifically tailored for your life.
Get a detailed evaluation, professional guidance, and support to set yourself up for success.
Consult Call
Schedule a 15-minute call with one of our advisors to discuss your financial goals.
Discovery Meeting
Meet with an advisor in our downtown Florence office to assess your current reality and get your arms around where you are right now. You'll learn where your money is and where it goes.
Define Your Financial and Life Goals
We’ll ask thoughtful questions and will help uncover potential issues you may not have considered to help you define your financial and life goals, in real simple terms.
Align Your Life and Wealth
Having clearly defined what's important to you, we'll work with you to create and implement a strategy to move you forward. This is your Signature Life Plan.
Manage Your Wealth
We'll manage your assets and monitor your wealth as it grows. We keep our finger on the pulse with a proactive strategy that keeps you one step ahead.
Recent Articles
From The Signature Blog
Avoid These 4 Financial Planning Pitfalls To Step It Up in 2020
Financial success is all about intention and, you guessed it, planning. All too often, people simply do not give enough consideration to not only create an initial vision and plan but ensuring to revise that vision and strategy as…
Read More
[ Podcast ] Defining The Retirement Remix with Jill Lewis
Join our host, Chip Munn, CEO of Signature Wealth Group and Senior Wealth Advisor with RJFS as he interviews our very-first Retirement Remix podcast guest, Jill Lewis, Chief Development Officer for Signature Wealth Strategies and Branch Associate with RJFS. …
Read More
11 Things to Know About Donor-Advised Funds
What are Donor-Advised Funds, and why should you learn more about it as we head into the holidays and the most charitable time of the year? It’s important to do your research and know your options when it comes to…
Read More
Market Update November 2019
My November market update has been a little slow to develop because, well, I’ve been waiting for things to develop. I really feel like I could photocopy last month’s update and send it back out. We’re still talking about…
Read More
Diversification: What It Is, Why It Is Important, and How You Can Stay Ahead of the Curve
Diversification in investing is simply having different investments that each reacts differently to the same economic event. In other words, it is the process by which one invests money in various entities to lessen the impact of market shifts or…
Read More
Market Update October 2019
As the fourth quarter of 2019 began, volatility in financial markets has ticked up a little bit as worries seemed to intensify, then dissipate, only to have intensify again over a number of factors. Manufacturing has slowed, oil prices…
Read More
Managing Your Money
Doesn’t Have To Be Complicated
We take great pride in seeing our clients spending their time and money doing the things they love. When you have a plan, you can make decisions confidently, knowing that you're living your life intentionally.