Financial Services for Every Signature Step

Our experienced wealth management team is dedicated to a lifelong partnership with you, collaborating to build a financial plan that grows and evolves with your needs. Signature Wealth’s full range of services are designed to help protect, grow, and secure your financial future.

Investment Management

Investing can be straightforward when the focus is on what matters most to you. At Signature Wealth, we develop an investment strategy that fits your financial situation, aspirations, and comfort with risk. This tailored approach integrates with your broader financial plan, keeping your investments aligned with your big picture goals. Rather than responding to short-term market fluctuations, we prioritize a diversified, long-term perspective backed by thorough research and thoughtful decision-making.

The Signature Wealth investment platform is anchored by Stephanie Link, Hightower’s Chief Investment Strategist and CNBC contributor. Avoiding one-size-fits-all solutions, we offer a broad range of investment options and portfolios including institutional-level opportunities such as private equity, real estate, and other alternative strategies. Our dedicated investment committee collaborates with your advisor to craft an investment mix that aligns with your financial goals and risk tolerance.

Financial Planning

Our financial planning starts with understanding who you are. We take the time to explore what truly matters to you — whether it’s providing for your family, securing your retirement, or supporting causes close to your heart. Every decision is deeply personal, and we believe your financial plan should reflect that.

From the start, we work collaboratively to develop a plan built around your goals. Our process addresses every aspect of your financial life — from managing cash flow and reducing debt to investments, taxes, retirement, and estate planning. We don’t just focus on growing wealth — we help you develop financial independence and the confidence you’re seeking to make informed choices.

By optimizing tax efficiency in investment decisions, income distribution, and estate planning, clients can potentially minimize tax liabilities and enhance their overall financial outcomes. Additionally, risk management strategies, including insurance planning, are implemented to help protect clients and their assets from unexpected events, providing a safety net for their financial well-being.

Estate Planning

At Signature Wealth, estate planning is an opportunity to tell your family’s story, not just distribute your assets. Our team is well-equipped to help you make informed choices that align with your values, creating a legacy that reflects who you are and what matters most. Estate planning involves making important decisions about how your assets will be managed, distributed, and protected during your lifetime and after you pass away. Our professionals assist in developing a comprehensive plan to help safeguard your assets and minimize estate taxes. We guide you through the process of creating wills, trusts, and other essential documents, ensuring your legacy is protected and your loved ones are provided for generation after generation.

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