Signature Wealth Management Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$448,932,127
Clients
423
Advisors
5
across 2 offices
About
Signature Wealth Management Partners, LLC provides financial planning, consulting, and investment management to individuals, retirement plans, trusts, estates and business entities. Services are offered both as stand-alone financial planning engagements and as comprehensive wealth management relationships with discretionary and non-discretionary portfolio management.
The firm manages customized and model-based portfolios across five risk-based strategies (from Income with Capital Preservation to Aggressive Growth), using a blend of fundamental, technical and cyclical analysis and periodic rebalancing. Portfolios may include mutual funds, ETFs, individual equities and debt, structured notes (derivative securities) and CDs, and SWMP also selects Independent Managers and operates a wrap-fee program that bundles advisory, execution and custody services.
SWMP’s brochure discloses an affiliation with the certified public accounting firm Botwinick, noting that certain supervised persons both solicit business for the adviser and practice as accountants at Botwinick, a relationship the firm identifies as a potential conflict of interest. The firm also discloses that some supervised persons are registered representatives and licensed insurance agents and describes custodial and software benefits received from Schwab, which together distinguish its operational and referral arrangements from many peers.
Client services
Expertise
Fee options
$0 - $499,999: 1.25% $500,000 - $1,499,999: 1.00% $1,500,000 - $2,999,999: 0.90% $3,000,000 - $4,999,999: 0.80% $5,000,000 - $7,999,999: 0.65% $8,000,000 - $9,999,999: 0.50% $10,000,000 - $11,999,999: 0.46% $12,000,000 - $14,999,999: 0.43% $15,000,000 - $17,999,999: 0.40% $18,000,000+: 0.38%
Certain supervised persons provide securities brokerage services and insurance products under separate commission arrangements
Fee-only: Fixed fees range from $1,000 to $5,000 for financial planning and consulting services
Main office
See office135 Chestnut Ridge Road, Suite 1160
Montvale NJ 07645
Advisors at this office
2
Offices (2)
Most active in
California · Florida · Massachusetts · New Hampshire · New Jersey · New York · North Carolina · Pennsylvania · South Carolina
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Thomas B
Series 63, Series 66
Montvale, NJ
Signature Wealth Management Partners, LLC
Thomas Bell is a financial advisor at Signature Wealth Management Partners, LLC with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Merrill and Purshe Kaplan Sterling Investments. Signature Wealth Management Partners provides financial planning, consulting, and investment management services to individuals, retirement plans, trusts, estates, and business entities. The firm manages customized and model-based portfolios across multiple risk-based strategies, combining fundamental, technical, and cyclical analysis with periodic rebalancing.
Michael E
Series 66
Rochelle Park, NJ
Signature Wealth Management Partners, LLC
Michael Emr is a Series 66-licensed financial advisor with 25 years of industry experience. He is currently with Signature Wealth Management Partners, LLC and has previously worked at Purshe Kaplan Sterling Investments, Botwinick & Company LLC, and LPL Financial. Outside of advising, he is a Certified Public Accountant and partner at Botwinick & Company, where he provides management, accounting, audit, and tax services. Signature Wealth Management Partners, LLC offers financial planning, consulting, and investment management to individuals, retirement plans, trusts, estates, and business entities. The firm manages customized and model-based portfolios using a combination of fundamental, technical, and cyclical analysis, with investments across various asset types and strategies.
Elizabeth E
ChFC®, Series 63
Montvale, NJ
Signature Wealth Management Partners, LLC
Elizabeth Emr is a ChFC® and holds a Series 63 license, with 45 years of industry experience. She has worked at LPL Financial for 20 years and has been with Signature Wealth Management Partners, LLC and Purshe Kaplan Sterling Investments since 2018. Outside of advisory work, she is a member of Emr Management, LLC, which handles accounting and business expense management for her practice. Signature Wealth Management Partners, LLC provides financial planning, consulting, and investment management to individuals, retirement plans, trusts, estates, and business entities. The firm offers both stand-alone financial planning and comprehensive wealth management services, managing portfolios through a mix of fundamental, technical, and cyclical analysis across five risk-based strategies.
Kenneth B
Series 66
Rochelle Park, NJ
Signature Wealth Management Partners, LLC
Kenneth Botwinick is a Series 66 licensed financial advisor at Signature Wealth Management Partners, LLC with 23 years of industry experience. He has worked at Purshe Kaplan Sterling Investments, Linsco/Private Ledger Corp., and has been associated with Botwinick & Company, LLC since 1997, where he serves as a Certified Public Accountant and partner. His non-investment activities include accounting, audit, tax services, and consulting on business financing strategies. Signature Wealth Management Partners, LLC offers financial planning, consulting, and investment management services to individuals, retirement plans, trusts, estates, and business entities. The firm manages customized and model-based portfolios using a range of securities and employs a blend of fundamental, technical, and cyclical analysis with periodic rebalancing.
Gregory E
Series 63
Rochelle Park, NJ
Signature Wealth Management Partners, LLC
Gregory Emr is a financial advisor with Signature Wealth Management Partners, LLC, holding a Series 63 designation and 34 years of industry experience. He has worked at LPL Financial for 20 years and has been with Signature Wealth Management Partners and Purshe Kaplan Sterling Investments since 2018. Emr is a board member of the Mansion Ridge Home Owners Association, where he participates in contract negotiations and operational decisions. Signature Wealth Management Partners, LLC provides financial planning, consulting, and investment management services to individuals, retirement plans, trusts, estates, and business entities. The firm offers customized and model-based portfolio management across various risk strategies, utilizing fundamental, technical, and cyclical analysis alongside periodic rebalancing.
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