Empowering Our Clients and Community to
Plan Your Future
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.
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.
From The Signature Blog
June 2022 Market Update
As summer unofficially started last weekend with Memorial Day, so starts what are usually slow trading days in the stock market. Historically, summer has meant vacations for many on Wall Street, and that has led to lower volumes and markets…Read More
Get to Know Special Needs Trusts
ESTATE & GIVING Trust assets can be used for a variety of helpful and enriching benefits, all while not jeopardizing valuable government assistance. Caring for a family member or friend with a disability or special needs can be difficult to…Read More
May 2022 Market Update
I’m not one to wish time away, but I’m glad that April is over, from a stock market standpoint (and also because tax season is over!). The S&P 500 lost 8.8% in April to finish off one of the worst…Read More
Protect your privacy on social media: How much is too much?
TECHNOLOGY & INNOVATION Follow these tips for protecting your privacy on social media. In 2020, there were 3.96 billion active users on social media and the number keeps growing. Whether it’s to find a place to eat, stay in touch…Read More
April 2022 Market Update
Greetings! I hope that you had a nice March and that you are ready for Spring. In Florence, we’re digging out from our pollen storm, and it’s been a beautiful time to be outside, if your allergies can stand it!…Read More
“No Kids” Shouldn’t Mean “No Estate Plan”
ESTATE & GIVING Regardless of your family situation, it’s important to have certain estate planning essentials in place so that your legacy is left the way you intend. Estate planning can sometimes feel overwhelming, and those without children or close…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.