Montvale, NJ 135 Chestnut Ridge Road Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Signature Wealth Management Partners, LLC
Team
Firm-wide stats for Signature Wealth Management Partners, LLC
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.
Expertise
Location
135 Chestnut Ridge Road, Suite 1160
Montvale NJ 07645
Advisors at this office
2
Advisors at this office
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.
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.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)