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. At Signature Wealth Strategies, our financial advisors 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:
Signature Wealth Strategies
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 help reach their life goals and grow their businesses. When our custom planning process is layered with concierge-level support, we help empower our clients to live life intentionally, what we call a Signature Life.
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 confident, 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 helps keep you one step ahead.
Recent Articles
From The Signature Blog
March 2023 Market Update
The month of February brought a reality check for investors hoping for a “soft landing” for the economy. Sticky inflationary readings over the past few weeks have resulted in higher interest rates and rising bond yields, which often lead to…
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Refresh and renew your portfolio this spring
RETIREMENT & LONGEVITY Review your cash flow and tend to your RMDs as tax season approaches. Market Closures April 7: Good Friday May 29: Memorial Day Dates To Remember For deadlines that fall on a weekend, action may need to be…
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February 2023 Market Update
As expected, the Federal Reserve raised the Federal Funds rate by 25 bps in early February, the smallest increase since the beginning of the rate hike cycle. The market saw this as positive, with the S&P 500 rallying despite Chairman…
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Relaunching your career with a returnship
FAMILY & LIFESTYLE These internship-like programs are gaining popularity for women re-entering the workforce. Learn what they’re all about. With more than eight years of experience in project management, business analysis and quality assurance, Richa Chaturvedi decided to trade her…
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January 2023 Market Update
Happy New year! I hope that your holidays were great and that 2023 is off to a great start for you. I just caught myself signing a document “2022,” so I think it’s going to take me a while to…
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How does SECURE Act 2.0 change saving for retirement?
Washington Policy Analyst Ed Mills outlines key components of the new legislation. The year-end fiscal 2023 government funding bill contained legislation that makes the most significant changes to the U.S. retirement savings system in decades. The SECURE Act 2.0 legislation…
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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.