A complete list of active advisors currently associated with Signature Wealth Management Partners, LLC

Warmer can help you find a great advisor at Signature Wealth Management Partners, LLC or one who fits your needs even better.

Signature Wealth Management Partners serves individuals (including high-net-worth clients), pension and profit-sharing plans, trusts, estates, corporations and other business entities, delivering financial planning, consulting, and both discretionary and non-discretionary investment management. The firm allocates assets among mutual funds, ETFs, individual debt and equity securities, structured notes and CDs, and engages Independent Managers; it also acts as the sponsor and manager of a wrap fee program. SWMP’s investment process combines fundamental, technical and cyclical analysis across five risk-based model strategies (from Income with Capital Preservation to Aggressive Growth), tailoring portfolios to client risk tolerances and conducting systematic rebalancing and monthly investment reviews. The firm selects and monitors Independent Managers for portions of client assets, uses structured products and other instruments with derivative characteristics in certain separately managed accounts, and employs portfolio monitoring software to track allocations. Noteworthy distinctions include a disclosed affiliation with the certified public accounting firm Botwinick, where some supervised persons are accountants who solicit business and receive a portion of accounting fees, a relationship the brochure identifies as a potential conflict of interest. SWMP’s combination of sponsoring a wrap fee program, working with Independent Managers, and employing structured/derivative-style instruments in managed accounts is less common among peer team firms and may influence implementation, reporting and potential conflicts to consider.

To learn more about the advisors currently working at Signature Wealth Management Partners, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.