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 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.
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
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
2017 Local Signature Wealth Strategies Expansion Press Release
February 27, 2017 – Florence, South Carolina-based Signature Wealth Strategies, (an independent team, with advisors who offer securities through Raymond James Financial Services, Inc., member FINRA/SIPC) is pleased to announce the completion of a major expansion project that includes the…
Read More
REAP A REWARDING RETIREMENT
Creating a Clear Vision for the Future 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…
Read More
3 Questions When Choosing A Financial Advisor
There are more than 60 colleges and universities in my home state of South Carolina, ranging from large state schools to small private colleges. Each institution offers its own unique culture, curriculum, and opportunities. But how could you possibly pick…
Read More
Three Simple Steps For Planning a Sound Financial Future
They never send good news by mail. Have you ever seen someone get the interoffice envelope from corporate? You know, the one where they announce layoffs or early retirement packages. It can come out of the blue and bring with…
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.