OUR FINANCIAL ADVISORS UNDERSTAND THE RELATIONSHIP BETWEEN WEALTH AND WORTH BETTER THAN ANYONE.

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.

SPEAK WITH AN ADVISOR

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

OUR FINANCIAL ADVISORS UNDERSTAND THE RELATIONSHIP BETWEEN WEALTH AND WORTH BETTER THAN ANYONE.

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.

SPEAK WITH AN ADVISOR

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

SERVING CLIENTS FOR OVER 24 YEARS

TOTAL
ASSETS

$8.6 BILLION

(as of 6/21)

CLIENT
RETENTION RATE

97%*

EMPLOYEE
RETENTION RATE

96%*

CURRENTLY
SERVING

1,431 FAMILIES

(as of 6/21)

TRUE WEALTH IS BIGGER THAN JUST THE ACCUMULATION OF “MORE”

Our clients are looking for more than just 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.

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

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

SOLUTIONS FOR REAL PEOPLE

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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

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READY TO DISCOVER YOUR NET WORTHWHILE®?

SOLUTIONS FOR REAL PEOPLE

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

GROW

Focus: Growing your wealth and income potential.

GROW – SERVICES

  • Asset allocation and portfolio design
  • 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 investments, as appropriate

PROTECT – SERVICES

  • Asset protection consulting
  • Trust design and implementation
  • Eldercare planning
  • 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 counseling
  • Facilitation of family meetings
  • Special needs planning
  • Generosity/Philanthropic plan

LIVE – SERVICES

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

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 portfolio design
  • 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 investments, as appropriate

PROTECT

Focus: Protecting your family, lifestyle and property.

PROTECT – SERVICES

  • Asset protection consulting
  • Trust design and implementation
  • Eldercare planning
  • 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 counseling
  • Facilitation of family meetings
  • Special needs planning
  • Generosity/Philanthropic plan

LIVE

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

LIVE – SERVICES

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

READY TO DISCOVER YOUR NET WORTHWHILE®?

WEALTH MANAGEMENT, EVOLVED

Our approach is different than most because it doesn’t start with ‘who we are’ – it starts with who you are.

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?

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.

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.

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?

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.

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.

As a successful attorney, your time is one of your most valuable assets. Everyday, you must balance your professional obligations to your clients and your firm with your commitments to your family, friends and personal interests.

At SignatureFD, we 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.

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

As a successful attorney, your time is one of your most valuable assets. Everyday, you must balance your professional obligations to your clients and your firm with your commitments to your family, friends and personal interests.

At SignatureFD, we 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.

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

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

READY TO DISCOVER YOUR NET WORTHWHILE®?