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.

Family-Siganture Wealth Strategies

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:

Custom financial planning

Debt repayment strategies

Rent vs. buy and mortgage review

401k investment review

Insurance coverage review

Tax savings strategies

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:

Your signature life plan

Retirement and lifestyle planning

Annuities and retirement income

Investment portfolio analysis

Senior and long-term care

Estate and legacy planning

Retiree-Siganture 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 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.

Signature Life Plan

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 downtown Florence 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.

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Consult Call

Schedule a 15-minute call with one of our advisors to discuss your financial goals.

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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.

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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.

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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. 

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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

Retirement Secrets to Improve Health and Happiness

Retiring and staying retired ranks high on working American’s list of priorities. Our endgame is retirement – the faster we get there, the better. Retirement makes life worth living, right? We dream of doing all the things we want to do and…

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2018May-market-update

Market Update May 2018

After the steady upward trend of 2017, this year has felt like a real roller coaster ride. We’ve been bouncing between the 2600-2800 level on that index for a while, with the exception of the quick run up in January,…

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Retirement Insurance Options

Retirement Insurance Options

As you begin to understand the expense of healthcare in retirement it is important to understand your retirement insurance options. One or more of these options may appeal to your anticipated health needs and budget. Talking with a professional offers…

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2018April-market-update

Market Update April 2018

With the return of volatility to investment markets, I thought I’d give you a brief update on what I am looking at and looking for. According to Mike Gibbs, Director of Portfolio and Technical Strategy at Raymond James: “Since the S&P…

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greenville retirement advisors

Greenville Retirement Advisors – Do you have enough to retire?

Our Greenville Retirement Advisors give you some actionable steps to plan for a comfortable retirement. Determining What You Have & What You’ll Need Do you have enough to retire? It’s a hard question to answer. You’ve been saving all of…

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your healthcare in retirement

Baby Boomer’s Guide to Healthcare in Retirement

Make no mistake, your healthcare in retirement is one of the most important parts of your retirement planning. Now is the time to start gauging how much money you need. The front lines of the baby boomer generation have already…

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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. 

© Signature Wealth Strategies