Signature Wealth Strategies Financial Advisors

Spartanburg, South Carolina Financial Advisors

Empowering Our Clients and Community to

Plan Your Future
With Confidence

Signature Wealth Strategies is a wealth management practice serving families like yours in Spartanburg, SC and surrounding areas.

Traditional Values
We are a small local group of real people with real values, aligned with a prominent financial group. We go above and beyond to support our clients and assure their success.

Planning & Goals
We manage your money by making sure you are aggressive enough to achieve the return needed to help with your long term spending patterns and plans.

Team Effort
We work closely with your CPA, estate attorney and any other crucial party, in addition to our own team of professionals to provide you an all inclusive financial strategy.

Spartanburg SC Financial Advisors, 951 East Main St., Ste. A, Spartanburg, SC 29302

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 empower our clients to live life intentionally, what we call a Signature Life.

Meet The Team

Signature Wealth Strategies, Spartanburg, SC

JD, LLM (Tax), CFP®
Investment Executive, RJFS
Investment Executive, RJFS

Wealth Advisor, RJFS

Latest Articles

From The Signature Blog

Signature Wealth Market Update

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 ...
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market update

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 ...
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signature wealth strategies market update

March 2022 Market Update

March Madness is in full swing, and unfortunately, I’m not referring to the basketball tournament. I save a number of beginning of the year ...
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Signature Wealth Strategies, Tax Planning, Florence SC

Trim Your Future Tax Bill by Thinking Ahead

Don’t procrastinate when it comes to prepping for tax season. The tax code can be a labyrinth to navigate. Nevertheless, taking action now – ...
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market update

February 2022 Market Update

January was a rough month for stocks, as the S&P 500 index of large, U.S. stocks was down more than 5%.  That was the ...
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Helping You Plan Today For The Tomorrow You Envision

Longevity is here to stay. But it’s quality – not just quantity – of life that truly matters. Fortunately, we’re here to help you ...
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market update

January 2022 Market Update

Happy New Year! I hope 2022 is off to a good start for you. I am optimistic that it will be a great year! ...
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Market Update

December 2021 Market Update

At the end of November and in early December volatility has bounded back into financial markets.  A couple of reasons have been cited for ...
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LET’S BUILD CONFIDENCE IN YOUR RETIREMENT

Together we will review your portfolio, clarify your goals and develop a relationship that aims to set you up for financial confidence and success.

Questions?

We understand how easy it is to get overloaded by the investor information available these days. It can be difficult to succeed alone, so you may need a guide for your financial journey. But how exactly do you choose a guide? Start by finding someone you’re comfortable talking to. Look for an individual focused on helping you achieve your goals, not meeting their quotas.

It’s OK to talk with someone, even us, and realize it’s not a great fit, so we offer a complimentary “Ask Us Anything” call before committing to anything. Get to know us. Find out if we are a fit for your financial goals. And if you’re struggling with the best questions to ask, here are a few to get you started.

There is no “right” way to work with an advisor; in fact, there are many ways you may work with your financial guide. But like any relationship, you need open, honest, and regular communication to help you succeed. One of the most effective approaches we’ve seen is using an advisor to help do the following:

  1. Clarify your financial goals
  2. Set regular checkpoints
  3. Keep you on the right track

You may prefer to talk over the phone, on the web, in person, or a combination of the three. And we’re here to work in the way that is best for you. As you explore the most appropriate fit for you, we recommend using a three step process for creating a comprehensive plan.

Before discussing different types of investments, it is important to understand what you own and why you own it. Do you know the investments you have? What about the investments most appropriate for your financial goals? We believe the key to a successful investment strategy is choosing the tools that fit your long-term goals.

Once we determine the appropriate tools for your personalized plan, we help you optimize them for your success. We work with many types of investments: stocks, bonds, mutual funds, annuities, and exchange traded funds. Our team also assists you with individual brokerage accounts, IRAs, Roth IRAs, 401(k), and other corporate retirement plans, trusts, and institutional accounts.

*Investing involves risk and you may incur a profit or loss regardless of strategy selected.

Everyone defines “enough” differently. We believe that the key to a successful financial plan is determining how you define enough. In other words, how do you define the finish line? What does “success” mean to you? Our advisors assist you in defining your ideal end goal, then determine if you are on the appropriate path to get there.

But a great financial plan doesn’t focus only on retirement. We believe the journey should be as enjoyable as the destination, so we take other things into account as we develop your Signature Life Plan. 

We believe that a great financial plan is proactive, so our advisors help you protect what you have by discovering the insurance solutions you need. We help you with a variety of insurance needs, like

  • Life
  • Long-term care
  • Disability insurance

As we work through your plan and determine the insurance coverage you need, we assist you in the areas of estate planning and executive benefits.

Choosing the right insurance carrier is overwhelming and confusing.

If you have questions about anything that we can do to help you meet your goals – just ask. If we don’t know the answer, we’ll find it for you. In addition to our local contacts, our clients also have access to capital using margin lending, securities backed lines of credit, Raymond James Bank and Raymond James Investment Banking Services. Our other capabilities include assistance with public finance, capital markets and institutional services. To find out more, schedule a call. You can tell us what you’re trying to accomplish and we’ll help point you in the right direction.

We focus on all aspects of financial planning, so feel free to ask us anything. If we don’t know the answer, we will find it for you.
Along with local contacts, we are connected to capital using margin lending, securities backed lines of credit, Raymond James Bank, and Raymond James Investment Banking Services. We are also equipped to assist with public finance, capital markets, and institutional services.
Schedule a call today to ask any financial question you have, then see how we can best help you.

* Raymond James Financial Services, Inc. is an affiliate of Raymond James Bank, FSB, a federally chartered savings bank. Unless otherwise specified, products purchased from or held at Raymond James & Associates, Inc. are not insured by the FDIC, are not deposits or other obligations of Raymond James Bank, FSB, and are not guaranteed by Raymond James Bank, FSB, an affiliate of Raymond James& Associates, Inc., and are subject to investment risks, including possible loss of the principal invested.

Spartanburg Financial Advisors

951 East Main St., Ste. A, Spartanburg, SC 29302 | Call: (864) 641-0001