01. About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.

02. Our Philosophy

As a firm, our focus is to understand your goals and develop a plan to pursue them. We will meet with you to present an analysis and discuss our recommendations.

03. Our Process

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

Our Services

 

SRI/ESG Investing

Signet Strategic Wealth Management believes in investment practices that promote environmental stewardship, consumer protection, human rights and diversity. Based on our clients’ areas of concern we will seek to implement positive investing.
 

Investment Planning

A financially confident future isn’t something that comes together by accident. It requires a complete approach to investment planning that factors in your goals, current assets, time frame, and capacity for risk.
 

Retirement Planning

Retirement planning shouldn’t start at retirement; it should start well before. We take a long-term view of your financial well-being to help create a life after work that is as well-planned as your life while working.
 

Insurance Planning

There’s no such thing as a reward without risk. A comprehensive approach to financial planning should include risk management strategies to preserve your assets from uncertainties and loss.
 

Estate Planning

Having an estate plan is paramount in ensuring your estate is handled according to your wishes. Together with your estate planning attorney, we can assist in drafting documents and reviewing your situation so your estate benefits the people and charities you care about most.
 

Comprehensive Financial Planning

Financial Planning is simply the process of determining a client’s financial needs and goals for the future, looking at the current financial situation and analyzing the means a client has to pursue their needs and goals.
 

Strategic Small Business Planning

Small-business owners are driven to make their companies successful. They are always looking to innovate their businesses while trying to seize every opportunity. But that single-minded focus can take a toll on other aspects of life, including managing one’s personal finances.

Our Team

We manage assets for individuals and families, providing investment management, and financial planning services.

Get in Touch

Blogs

In a perfect world, every money decision we make would be totally rational. We’d consider all of the facts. Then, we’d balance them with the risks to make the most logical choice available. 1 That sounds simple. Yet it doesn’t happen as much as it should in the real world. 1, 2 That’s because many of us aren’t relying on logic and the facts to make financial decisions—and we probably don’t even realize it. 2...
How many years will your retirement last? What are the chances you’ll live past 90? Most of us answer those questions wrong because we don’t have strong longevity literacy. 1 That means that about 81% of us1 aren’t working with a viable understanding of our own life expectancy. Let’s explore how understanding longevity could create a positive impact in your retirement planning. What is longevity literacy? Longevity literacy refers to your knowledge about expected lifespans...
Christopher Soulios |
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After months of simmering inflation reports, it looks like inflation finally eased slightly in April. Are prices stabilizing? Can we breathe a sigh of relief? Let's dig a little deeper.