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
Avoiding Fear on The Scariest Day of Your Life: Two Ways to Help Ease the Anxiety of Retirement
I’ve never been skydiving, but I’d have to imagine that there’s comfort when you pull the cord on your parachute – and it actually opens. Don’t get me wrong, I’m sure most people wouldn’t jump from the plane if they…
Read More
The Language Barrier – Learning to Talk the Talk is One Key to a Successful Retirement Plan
Have you ever found yourself in a situation where people around you were speaking a language that you couldn’t understand – no matter how hard you tried? It can leave you feeling frustrated, confused and vulnerable to being taken advantage…
Read More
ROADMAP TO A REWARDING RETIREMENT: RESOURCES & OBSTACLES
Now that you have mapped out your vision of the most rewarding retirement imaginable, it’s time to turn this utopian landscape into a bit of a Monopoly game board. Your life of leisure, adventure and fulfilling dreams will come with…
Read More
ROADMAP TO A REWARDING RETIREMENT: HOME/COMMUNITY
In the last two articles, we’ve explored what your passions are, the things you’d like to do and experience during your retirement years; we’ve given consideration to the people and relationships that you want to be a part of your…
Read More
ROADMAP TO A REWARDING RETIREMENT: RELATIONSHIP BUILDING
As exciting as it can be to dream about pursuing our passions, people will always play an irreplaceable part in living a rewarding life. Those people are often family members and long-time friends, but not always. Sometimes the people we…
Read More
ROADMAP TO A REWARDING RETIREMENT: FULFILLING YOUR PASSIONS
How do you envision your retirement years? How long is your bucket list? If you’re like most of the baby boomer generation, your list is long and your dreams are big. There are things you want to experience and accomplish,…
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.