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The process of managing your wealth can be complex and, at times, overwhelming. The relationship with your wealth advisors shouldn’t be. At Signature, our goals are to keep things simple, continually keep you informed and ahead of the curve, and inspire confidence in the path you travel. Sound simple? We invite you to meet our team and learn more about us and our client experience.

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Our team has talent and expertise and is genuinely personal and down-to-earth. We believe in the virtue of listening before speaking and looking people in the eye. Qualities that make for a great foundation for long and prosperous relationships.

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Important Disclosure

September 20, 2017

Articles, Newsletters and Commentary All information provided in all Articles, Newsletters and Market Commentaries or other pages included on our website is for informational purposes only and no warranty is either expressed or implied by their presentation. The information presented or discussed is not, and should not be considered, a recommendation or an offer of,... View Article

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Barron’s names Signature a “Top RIA Firm”

Barron'sSeptember 20, 2017

Signature Family Wealth Advisors has been named to the 2017 list of the Top 30 RIA Firms by Barron’s. Signature was ranked 27th out of the Top 30 RIA Firms. The Barron’s ranking includes independent advisory firms and is based on assets under management, retention, and many other factors that contribute to providing broad and... View Article

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Xandra Pendergrass, Family Office Exchange Conference Speaker

August 1, 2017

Xandra Pendergrass, Chief Operating Officer, was a featured speaker at the recently held 2017 FOX Financial Executives Forum hosted by the Family Office Exchange. The conference is designed to share and discuss the latest developments in technology, insurance, taxes, security, and family office processes. Having experience in large, multi-national financial organizations, Xandra brings her expertise... View Article

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Philanthropy & Strategic Planning

July 10, 2017

At Signature, we consider the many opportunities people have for their wealth. Creating a comprehensive plan to accommodate the goals, needs and wishes of the family is the cornerstone of the work we do. When philanthropy is part of that plan, Signature works with client families to create a thoughtful robust strategy.

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Signature Scholars – Venture Capital: An Asset Class Matures

July 8, 2017

Letter from the CIO Given Signature’s culture of curiosity and the inquisitive clients we are fortunate to serve, I wanted to change things up a bit with this quarterly letter. First, I did not author it. That distinction belongs to Randy Castleman. Randy is a long-tenured venture capital investor and has been working with Signature... View Article

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In our experience, we've found that the most successful solutions begin by asking the right questions. We gain a broader perspective of your goals and the future you wish to create for your family. Please contact us to begin.

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