Broker Check

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.

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Check Out Our Latest ESG and SRI Content

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. 

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Socially Responsible Investing

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Comprehensive Financial Planning

We provide transparent financial advice for sophisticated investors committed to social change.

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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


Thank you!