SIGNATUREFD UNDERSTANDS THE RELATIONSHIP BETWEEN WEALTH AND WORTH.

We define wealth as the accumulation of more and worth as the achievement of better. At the intersection of Wealth & Worth is where we can help define what “have it all” means to you.

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Wealth - The accumulation of more | Worth - The acheivement of better diagram

Wealth - The accumulation of more | Worth - The acheivement of better diagram

The ‘Wealth – Worth’ intersecting circle logo is a trademark of SignatureFD, LLC, all rights reserved

SIGNATUREFD UNDERSTANDS THE RELATIONSHIP BETWEEN WEALTH AND WORTH.

We define wealth as the accumulation of more, and worth as the achievement of better, At the intersection of those two ideas, is where we can help define what “have it all” means to you.

LEARN MORE

Wealth - The accumulation of more | Worth - The acheivement of better diagram

The ‘Wealth – Worth’ intersecting circle logo is a trademark of SignatureFD, LLC, all rights reserved

Your Financial Advisor can’t see Into the Future to Know when Challenges Might Arise, but Being Prepared Will Help us Navigate Them when They Do.

Our The 8 Steps to Financial Readiness breaks down the eight steps to align (or re-align) your goals with your Net Worthwhile™ this year and beyond.

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True wealth is bigger than just the accumulation of more

Our clients are looking for more than just more wealth — they want their wealth to enrich the people and things that are important to them. More meaning. More satisfaction. More of what’s worthwhile in life.

Our financial advisors want to know: Where do you see yourself in ten years? Who are the people you want to take care of? What brings you joy?

WE BELIEVE IN HELPING OUR CLIENTS ACHIEVE WEALTH BEYOND MONEY™—

FINANCIAL SECURITY
IS JUST THE FIRST STEP.

OUR APPROACH

It is our belief that people fall into one of four investment mindsets. Understanding their unique perspective and mindset is the key to helping our clients find the shortest path to Net WorthwhileTM.

We believe pursuing Net WorthwhileTM requires a holistic approach, offering financial solutions that help you grow, protect, give and live your wealth to the fullest.

SOLUTIONS FOR REAL PEOPLE

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SERVING CLIENTS FOR OVER 24 YEARS

ASSETS UNDER MANAGEMENT
(as of 6/21)

$5.5 BILLION

CLIENT
RETENTION RATE*

97%

EMPLOYEE
RETENTION RATE*

96%

CURRENTLY SERVING

1,400+ FAMILIES

(as of 6/21)

SOLUTIONS FOR REAL PEOPLE

Understanding your unique perspective and mindset is the key to helping you find the shortest path to Net WorthwhileTM

GROW

Focus: Growing your wealth and income potential.

GROW – SERVICES

  • Asset allocation and financial portfolio design with an advisor
  • Manager due diligence, selection and monitoring
  • Objective fee-based approach using independent, 3rd-party specialist managers
  • Strategic and tactical asset allocation within broadly diversified portfolios using both active and passive solutions
  • Total return-focused and tax-managed portfolios
  • Unique exposure to alternative and private financial investments, as appropriate

PROTECT – SERVICES

  • Asset protection consulting
  • Trust design and implementation
  • Eldercare planning with an advisor
  • Employee benefits analysis
  • Risk management and insurance consulting:
    • Life insurance
    • Disability insurance
    • Long-term care insurance
    • Property and casualty insurance

PROTECT

Focus: Protecting your family, lifestyle and property.

GIVE

Focus: Helping you give to the people and causes most important to you.

GIVE – SERVICES

  • Estate and legacy planning
  • Estate and trust administration
  • Family wealth and finances counseling
  • Facilitation of family meetings
  • Special needs planning with an advisor
  • Generosity/Philanthropic plan

LIVE – SERVICES

  • Cash flow planning with an advisor
  • Debt analysis and financial structuring
  • College/Education planning
  • Executive compensation planning
  • Retirement planning
  • Stock option analysis and planning
  • Income tax planning with an advisor

LIVE

Focus: Providing you financial freedom by optimizing cash flow and minimizing taxes.

GROW

Focus: Growing your wealth and income potential.

GROW – SERVICES

  • Asset allocation and financial portfolio design with an advisor
  • Manager due diligence, selection and monitoring
  • Objective fee-based approach using independent, 3rd-party specialist managers
  • Strategic and tactical asset allocation within broadly diversified portfolios using both active and passive solutions
  • Total return-focused and tax-managed portfolios
  • Unique exposure to alternative and private financial investments, as appropriate

PROTECT

Focus: Protecting your family, lifestyle and property.

PROTECT – SERVICES

  • Asset protection consulting
  • Trust design and implementation
  • Eldercare planning with an advisor
  • Employee benefits analysis
  • Risk management and insurance consulting:
    • Life insurance
    • Disability insurance
    • Long-term care insurance
    • Property and casualty insurance

GIVE

Focus: Helping you give to the people and causes most important to you.

GIVE – SERVICES

  • Estate and legacy planning
  • Estate and trust administration
  • Family wealth and finances counseling
  • Facilitation of family meetings
  • Special needs planning with an advisor
  • Generosity/Philanthropic plan

LIVE

Focus: Providing you financial freedom by optimizing cash flow and minimizing taxes.

LIVE – SERVICES

  • Cash flow planning with an advisor
  • Debt analysis and financial structuring
  • College/Education planning
  • Executive compensation planning
  • Retirement planning
  • Stock option analysis and planning
  • Income tax planning with an advisor

the latest news and insights from signaturefd financial advisors in charlotte, nc and atlanta, ga

We’re more than just your financial advisor in Charlotte, NC and Atlanta, GA. We offer ongoing education and support in all facets of life—from finances, lifestyle, business, and goal setting—to get you from where you are to where you want to be.

Empower to In Power #4: Overcoming the Fear of Failure with Jolie Weber

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A proven leader in building and executing strategic plans that drive revenue growth and productivity (while also increasing employee engagement and loyalty), Jolie Weber is a force to be reckoned…

Empower to In Power #3: Becoming a Strong and Authentic Leader with Kathy Waller

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Our guest today is Kathy Waller, the former CFO of the Coca-Cola Company. In this episode, she will be explaining the importance of identifying your unique skillset and learning how…

The Average NFL Player Could Lose $250K Under Newly Proposed Tax Laws

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It feels like we’ve all lived a decade in the last year, doesn’t it?  There is no shortage of headlines, stories, and narratives that have filled our televisions, phones, and…

Short and Long-Term Cash Investing Strategies

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So, you’ve got some extra cash, and you want to leverage it in a way that can support you in growing, protecting, giving, and living your wealth to the fullest.

Empower to In Power #2: The Power of Authenticity and Strong Values with Ceree Eberly

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We're so fortunate to have Ceree Eberly with us today. Ceree spent nearly 30 years at Coca-Cola, where she last served for eight years as the Chief People Officer. She…

Empower to In Power #1: Climbing the Ranks in a Male-Dominated Industry with Linda Booker

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Welcome to the Empower to In Power podcast! Each month, we will be highlighting the trailblazing journeys of women who boldly carved a path to leadership. You will hear stories…

OUR APPROACH

It is our belief that people fall into one of four investment mindsets. Understanding their unique perspective and mindset is the key to helping our clients find the shortest path to Net Worthwhile™.

SOLUTIONS FOR REAL PEOPLE

LEARN MORE

Signature Solutions

WEALTH MANAGEMENT, EVOLVED

Our approach is different because it doesn’t start with ‘who we are’ – it starts with who you are. It turns out that ‘one-size fits all’ doesn’t actually fit anyone very well. By custom-designing a plan with your financial advisor that puts you at the center of all decisions, you’ll be in the best position to grow, protect, give and live your wealth to the fullest.

SIGNATUREFD EXECUTIVE

You take care of your company, but are you confident you are doing all you can with your executive benefits and your personal wealth to be ready for what’s next in life? Our executive advisors are here to help.

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SIGNATUREFD GENEROSITY

Embracing a spirit of generosity is a way to live a more fulfilled, vibrant life and can trigger surprising ripple effects, transforming your life and the lives of others in ways you may never have imagined. Our generosity advisors will help you get there.

LEARN MORE

SIGNATUREFD HEALTH

A person’s well-being depends on more than just physical health. Commitments to family, patients, and practice can leave little time for health care professionals like you to focus on long-term financial security. Our advisors know just how to help.

LEARN MORE

SIGNATUREFD LAW

As a successful attorney, your time is one of your most valuable assets. Every day, you must balance your professional obligations to your clients and your firm with your commitments to your family, friends, and personal interests. We have advisors equipped to help you.

LEARN MORE

SIGNATUREFD EXECUTIVE

You take care of your company, but are you confident you are doing all you can with your executive benefits and your personal wealth to be ready for what’s next in life? Our executive advisors are here to help.

LEARN MORE

SIGNATUREFD GENEROSITY

Embracing a spirit of generosity is a way to live a more fulfilled, vibrant life and can trigger surprising ripple effects, transforming your life and the lives of others in ways you may never have imagined. Our generosity advisors will help you get there.

LEARN MORE

SIGNATUREFD HEALTH

A person’s well-being depends on more than just physical health. Commitments to family, patients, and practice can leave little time for health care professionals like you to focus on long-term financial security. Our advisors know just how to help.

LEARN MORE

SIGNATUREFD LAW

As a successful attorney, your time is one of your most valuable assets. Every day, you must balance your professional obligations to your clients and your firm with your commitments to your family, friends, and personal interests. We have advisors equipped to help you.

LEARN MORE

SIGNATUREFD WOMEN

At SignatureFD, our advisors understand that a woman’s wealth management needs are as unique as she is. In response to that, we created SignatureWOMEN, our innovative solution to helping women like you build and grow their wealth.

LEARN MORE

SIGNATUREFD ENTREPRENEUR

As an entrepreneur, your business requires an inordinate amount of your time and energy. At SignatureFD our advisors help business owners achieve and maintain independence and balance in their lives.

LEARN MORE

SIGNATUREFD  PRO

As a professional athlete, you have seen the results when talent, hard work, and the right coaching come together. Our advisor team specializes in helping you apply the same principles you’ve used to succeed on the field to your off-the-field opportunities.

LEARN MORE

SIGNATUREFD WOMEN

At SignatureFD, our advisors understand that a woman’s wealth management needs are as unique as she is. In response to that, we created SignatureWOMEN, our innovative solution to helping women like you build and grow their wealth.

LEARN MORE

SIGNATUREFD ENTREPRENEUR

As an entrepreneur, your business requires an inordinate amount of your time and energy. At SignatureFD our advisors help business owners achieve and maintain independence and balance in their lives.

LEARN MORE

SIGNATUREFD  PRO

As a professional athlete, you have seen the results when talent, hard work, and the right coaching come together. Our advisor team specializes in helping you apply the same principles you’ve used to succeed on the field to your off-the-field opportunities.

LEARN MORE

READY TO DISCOVER YOUR NET WORTHWHILETM?

SPEAK WITH AN ADVISOR

PROUD TO BE AN ACTIVE PART OF OUR COMMUNITIES

We are rooted in the communities we serve and are proud to support the organizations that help our city thrive

our commitment to culture + diversity at signaturefd

PROUD TO BE
A FEMALE LED

advisory firm

41%

of our leadership
team is female

44%

minority leaders on
our leadership team

100%

of our team donates
time to the community

PUT YOUR MONEY WHERE YOUR HEART IS

Ultimately, Net WorthwhileTM inspires you to think about your wealth in new ways — allowing you to make a bigger impact on the people and things most important to you.

PUT YOUR MONEY WHERE YOUR HEART IS

Ultimately, Net WorthwhileTM inspires you to think about your wealth in new ways — allowing you to make a bigger impact on the people and things most important to you.

Get The 8 Steps to Financial Readiness

Grow, protect, give and live your wealth to the fullest – now and in the future – no matter what challenges come up. When it comes to being financially prepared, our advisors know exactly what to do.

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PROUD TO BE AN ACTIVE PART OF OUR COMMUNITIES

We love giving back to our local communities in Charlotte, NC and Atlanta, GA. Click the city below to learn more.