Latest Industry Insights

May 30, 2023

Wealth Planning 101: Tips for Designing Your Financial Future

Brought to you by Colin Sturgis, Partner and Wealth Advisor, and Victoria Santini, Planning Associate, this informative webinar is intended to help anyone new to investment planning and financial management…
May 26, 2023

Monthly Investment Webcast: Cutting Through the Noise – May 2023

Tony Welch, Chief Investment Officer at SignatureFD, presents an overview of some economic and market data we believe is worth paying attention to, identifying what data may be most impactful…
May 19, 2023

Signature Women: Summer 2023 Reading List

Looking for some good books for your summer reading list? Check out this curated list featuring a mix of titles that will introduce you to intriguing characters and stimulate your…


Make the most of your wealth now and in the future while assessing challenges, opportunities, and risks along the way. That way, you can grow, protect, give, and live your wealth in a way that aligns with what matters most: your Net Worthwhile™.



Make the most of your wealth now and in the future while assessing challenges, opportunities, and risks along the way. That way, you can grow, protect, give, and live your wealth in a way that aligns with what matters most: your Net Worthwhile™.


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October 12, 2022

SignatureFD CEO focuses on ‘net worthwhile’ amid high inflation, stock market volatility

SignatureFD’s CEO Heather Fortner sat down with Atlanta Business Chronicle’s Crystal Edmonson for the “On Leadership with Atlanta Business Chronicle” podcast to discuss how SignatureFD works with clients for Net Worthwhile.

October 4, 2022

Creating Your Legacy: Critical Questions to Answer When Drafting Your Buy-Sell Agreement

So, you’ve done it. Your lifelong dream of being a business owner is now a reality. You’re running a successful company. But have you considered what happens when you’re ready to retire?

September 27, 2022


When a company is being purchased or going through an initial public offering, executives and employees receiving equity compensation should understand how their shares will be handled before, during, and after the transaction. It is not always what you think, and mistakes can be costly.


There are many challenges facing executives in selling their company stock. Executives serve the needs of their company and its stakeholders. Section 16 reporting executives are often required to hold a particular value of their company stock to show their commitment, but it doesn’t end there.

May 27, 2022

Elder Care Checklist

In addition to raising children and getting them prepared for the adult world, a lot of us are also dealing with (or starting to deal with) caring for aging parents.

August 31, 2022

SignatureFD CEO Pens Article for Inc. Magazine

It’s important that leaders have an “emotional intelligence toolbox” to pull from, so they can support their team while also keeping themselves grounded and healthy amidst it all. As a leader, these are my five go-to tools for personal and professional situations.

May 4, 2022

SignatureFD CEO Pens Article for Inc. Magazine

What Comes After the Glass Ceiling Is Broken: 5 strategies for fulfilling the duty leaders have to women and people of color

November 24, 2021

SignatureFD Celebrates Giving Tuesday

You are undoubtedly familiar with Black Friday and Cyber Monday, but have you heard of Giving Tuesday? Created in 2012 at the 92nd Street Y and its Belfer Center for Innovation & Social Impact…

October 22, 2021

Holistic Wealth Management with Heather Fortner

SignatureFD’s CEO Heather Robertson Fortner talks about SignatureFD’s brand promise Net Worthwhile and how it helps connect the pieces of wealth, so they can work more intentionally.

October 20, 2021

Empower to In Power #7: Changing Lives by Providing Shelter with Lisa Gordon

Lisa Gordon, CPA, is President and Chief Executive Officer of Atlanta Habitat for Humanity, one of the top 10 Habitat for Humanity International affiliates in the United States. She is…

October 6, 2021

Unraveling the Mysteries of Medicare

We are helping to break down some of the complexities of Medicare.

October 5, 2021

Short and Long-Term Cash Investing Strategies

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.

October 4, 2021

SignatureFD Introduces #SignatureStories

We are pleased to introduce SignatureStories, a video series of people discussing their journey of wealth, happiness and ultimately, their NET WORTHWHILE™. Please Note: No portion of the video content…

September 22, 2021

Investment Options with Private Placement Insurance

Private Placement Insurance (PPI) vehicles have steadily gotten more attention in the high-net-worth space over the past few decades.

September 15, 2021

Empower to In Power #6: Creating Systemic Change with Leslie Turner

Leslie Turner is the former Senior VP of Hershey Company and former Associate General Counsel for the Coca-Cola Company. With over 30 years of legal experience, she has served as…

August 18, 2021

Empower to In Power #5: Creating Opportunities For Women of Color with Audra Cunningham

Audra Cunningham spent more than 20 years working in telecommunications before switching gears in 2008 to pursue a career in commercial real estate. Now she is the first woman to become a…

July 21, 2021

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

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…

June 16, 2021

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

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…

June 9, 2021

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

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 brains. Most of these are things we will remember and tell our kids and our grandkids.

May 19, 2021

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

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…

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