Signature Wealth Group is on a mission to grow a highly engaged, community-focused company that supports a balanced lifestyle for our advisors and their teams. We're an intimate and intentional advisor-owned, advisor-led wealth management group dedicated to providing an outstanding private client experience... together.
While others in the finance industry struggle with advisor shortages and erratic markets, we tune out the noise
and focus on our people.
19
70
since 1970. Founded in Florence, SC, our founding partners began expansion through the Southeast in 2016.
55
+
20 Senior Wealth Advisors, 13 Wealth Advisors, 2 Relationship Managers, 8 Leadership Executives, and 17 Client Service Associates
35
00
served. We've proudly served many families for generations.
*as of 4/1/2025
Small advisor groups are hosted at private properties in go-to destinations across the Southeast to share and learn from each other, in a laid back (and always fun) environment. Time well spent.
Signature Wealth's annual conference is an intimate experience carefully curated by our executive team in a unique environment catered to our team members each year.
Our advisors meet monthly and engage daily in an internal private chat environment that allows them to collaborate on business plans, team building, and investment opinions in real time.
Our priority is doing for you so that you can do for your clients. You, the advisor, are our highest valued client and our number one priority.
Your transition timeline is a minimum of 90 days from commitment date to join date, when you'll welcome clients. Our transition lead will walk you through each step of this process as you navigate various consultants, orientations and systems. We have expert help available for:
Risks may arise during the transition of your business. We strive to help you setup a new business and move your client accounts effectively, efficiently and legally.
Transitioning to an independent business owner can be overwhelming. We guide you through market research, navigating office space, negotiating leases, and even picking out furniture.
Situations may arise that uncover issues that necessitate additional Compliance, Registrations, or Operational requirements. Timely responses and close communication are crucial to help avoid delays and compliance missteps.
As an independent business owner you choose how you'll handle payroll, insurance benefits, bookkeeping and accounting. We're here to guide you through your options and best practices.
Understanding your unique business goals, niche services, and local market allows us to set you up for success with a business that resonates with your community. Our goal is to establish YOU as the stand-out local expert.
You and your team are accountable to your clients, communications, and account transfers. You are their first line of contact. We are here to guide you through those communications with resources, and hands-on support.
We strive to reduce overwhelm in your decision to make a change. If you’d like to know more about our partnership opportunities and practice solutions book a confidential call with our team today.