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
6 Ways to Navigate Your Next Salary Negotiation with Ease
Salary negotiations can feel stressful. For many people, the idea of barging into a manager’s office and demanding a raise inspires a wide range of conflicting emotions, from fear to hope and everything in between. While many workers would like…
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What Is the Tax Cuts and Jobs Act and How Does It Impact Small Business Owners?
The last couple of years have seen Congress deadlocked about several issues, which has left the country frustrated. However, one major piece of legislation that was successfully passed in 2017 was the Tax Cuts and Jobs Act. This law was…
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Market Update September 2019
August lived up to its historic reputation as one of the worst-performing months of the year for the stock market, as the S&P 500 index fell by about 1.5% last month, basically erasing July’s gains. Interestingly, for as great…
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Not Ready to Fully Step Away? It’s Time to Consider Part-Time Work in Retirement
For many older workers, the prospect of retirement is lurking just around the corner, but there may be options, like part-time work, that you haven’t seriously considered. Maybe you’re excited about finally being able to have more time to accomplish…
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Market Update August 2019
We got a break from tariff talk recently, but it was replaced by talk of the yield curve, unfortunately. The 2 are probably related, as concerns about tariffs, and Hong Kong, and Russia, have caused some stock owners to sell…
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Set Yourself Up For Investing Success (Even If You’re Not Ready To Start Yet)
If you’re not taking steps toward planning for your future, you may be shocked to learn that you’re already wasting valuable time. It’s never too early to start investing, but it’s also to easy to become complacent if you…
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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.