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
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 to longer days and maybe a couple of vacations. I hope you get to enjoy some…
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 leisurely pursuits is no longer the norm for many Americans. A growing number of people over…
Read More
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 even though money supply, as measured by M2, is in the midst of its steepest decline…
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 a popular time to organize and declutter. But if you’re making a list of items for…
Read More
April 2023 Market Update
A lot has changed in the last month, so I wanted to provide you with an update on recent events in the financial markets. Notably, there have been failures of some regional and international banks, which, combined with ongoing uncertainty…
Read More
Pay off debt with a plan in mind
FAMILY & LIFESTYLE Strategies for minimizing interest payments and eliminating debt. If you’ve accumulated more credit card debt than you can pay off in a few months, how can you quickly eliminate that debt while minimizing your interest payments? The…
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.