Southern California’s premier Financial Planning and SRI/ESG
Wealth Management Firm.
Taking Responsibility: We are committed to providing our clients with choice, transparency and guided execution.
The professionals at Signet Strategic Wealth Management provide transparent financial advice and services for sophisticated investors committed to social change.
Our freedom to put you first comes from choosing our own course as an independent firm. So instead of being required to offer pre-packaged programs and investments, Signet Strategic Wealth’s skilled and experienced advisors are able to provide you with a custom financial plan based on your unique individual needs and values. Our team will put you first and foremost, which is exactly as it should be.
Check Out Our Latest ESG and SRI Content
UNLOCKING TOMORROW’S ESG OPPORTUNITIES
If you’re a savvy investor, you’re probably already on board with ESG principles. And you’d probably agree that we’re entering a defining decade for the future of business.
THE GROWING BUSINESS OF SRI
The basic idea behind Socially Responsible Investing is to put your money where your morals are – by building a portfolio that seeks to maximize financial returns and contributes to certain ideals of social good.
THE FINANCIAL IMPACT OF ESG INVESTING
And if you follow investing trends, the value proposition of ESG Investing has been pretty well-established.
THE SIGNET APPROACH TO SRI
Signet Strategic Wealth Management believes in investment practices that promote environmental stewardship, consumer protection, human rights and diversity.
APPROACHES TO SUSTAINABLE INVESTING IN 2021
Sustainable, responsible and impact investing, has taken off. Now more than ever, the way you invest money can help support positive social change as a result.
A New Approach to Planning
Our services range from financial planning to investment management. No matter what, though, our focus is always you.
Our Investment Philosophy
We create strategies that are tailored to your needs and goals.
Socially Responsible Investing
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Comprehensive Financial Planning
We provide transparent financial advice for sophisticated investors committed to social change.
Favorite Quotes from Our Team
- "Vision without execution is just hallucination."
- Ancient Japanese Proverb
Christopher Soulios
- “Life can only be understood backwards; but it must be lived forwards.”
- Soren Kierkegaaard
Rich Linsday
- “Whether you think you can, or whether you think you can’t, you’re right.”
- Henry Ford
Mike Toomey