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

5 Damaging Myths About Money Talks & the Facts Behind Them

Christopher Soulios |
Categories
Investments
Finance
Lifestyle
Savings
Family
What money topics are the most taboo to talk about? Earnings, debt, inheritance, or net worth? For most of us, many financial topics are simply off-limits. 1 That means that many of us are not discussing money as much as we probably should be. 1 Without those talks, myths about money and financial conversations can get a much stronger grip on our perspective and our financial decisions. That silence may end up stunting our financial...

How Tax Loss Harvesting Can Potentially Reduce Your Capital Gains Taxes

Christopher Soulios |
Categories
Investments
Tax Planning
If you’re like many investors, the thought of paying capital gains taxes on your successful investments might feel overwhelming. But what if there was a strategy to potentially reduce some of those taxes? It’s called tax loss harvesting, and while the term might sound complicated, it's actually a fairly simple concept that could save you money. Let’s break it down. What Is Tax Loss Harvesting? Think of your investments like a fruit-bearing tree. Some branches...