Insights

Strong Market Recognition Signature Wealth Strategies has been recognized consistently for its growth and excellence, including being named one of South Carolina's 50 Fastest Growing Companies and earning a spot on Forbes Best-In-State Wealth Advisors list, indicating a solid reputation and expanding client base.

Expanding Team Capacity Recent hires such as Kathleen Shepherd and Andy Friedman demonstrate the company's commitment to strengthening its advisory team, presenting opportunities for solutions that support talent acquisition, onboarding, and team performance management.

Active Community Engagement The firm’s participation in client appreciation events and conferences like UNITE highlights its focus on building client loyalty and internal team cohesion, opening avenues for engagement tools, client communication platforms, and event management solutions.

Digital Infrastructure With a tech stack including Shopify, Google Fonts API, and SiteGround, Signature Wealth Strategies maintains a robust online presence, suggesting potential for partnerships in digital marketing, website optimization, and cybersecurity services.

Growth Funding Potential Operating within a revenue range of 25 to 50 million dollars and being recognized among fast-growing companies, the firm may be exploring further funding or technological investments, creating opportunities for financial advisory, scaling solutions, and strategic growth services.

Signature Wealth Strategies Tech Stack

Signature Wealth Strategies uses 8 technology products and services including cdnjs, Shopify, Google Fonts API, and more. Explore Signature Wealth Strategies's tech stack below.

  • cdnjs
    Content Delivery Network
  • Shopify
    E-commerce
  • Google Fonts API
    Font Scripts
  • Swiper
    Javascript Libraries
  • SiteGround
    Platform As A Service
  • reCAPTCHA
    Security
  • X-Content-Type-Options
    Web & Portal Technology
  • Gravity Forms
    Web Platform Extensions

Media & News

Signature Wealth Strategies's Email Address Formats

Signature Wealth Strategies uses at least 3 format(s):
Signature Wealth Strategies Email FormatsExamplePercentage
First@signature-llc.comJohn@signature-llc.com
75%
First.Last@signature-llc.comJohn.Doe@signature-llc.com
25%
Last@signaturewealthstrategies.comDoe@signaturewealthstrategies.com
73%
First@signaturewealthstrategies.comJohn@signaturewealthstrategies.com
20%
First.Last@signaturewealthstrategies.comJohn.Doe@signaturewealthstrategies.com
7%
First@signaturewealth.comJohn@signaturewealth.com
67%
FLast@signaturewealth.comJDoe@signaturewealth.com
33%

Frequently Asked Questions

Where is Signature Wealth Strategies's headquarters located?

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Signature Wealth Strategies's main headquarters is located at 135 South Dargan Street Suite 200 Florence, South Carolina 29506 United States. The company has employees across 1 continents, including North America.

What is Signature Wealth Strategies's phone number?

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You can contact Signature Wealth Strategies's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Signature Wealth Strategies's official website and social media links?

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Signature Wealth Strategies's official website is signaturewealth.com and has social profiles on LinkedIn.

What is Signature Wealth Strategies's NAICS code?

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Signature Wealth Strategies's NAICS code is 52 - Finance and Insurance.

How many employees does Signature Wealth Strategies have currently?

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As of March 2026, Signature Wealth Strategies has approximately 31 employees across 1 continents, including North America. Key team members include Chief Development Officer: J. H. L.Chief Investment Officer: S. M.Chief Operating Officer: B. D.. Explore Signature Wealth Strategies's employee directory with LeadIQ.

What industry does Signature Wealth Strategies belong to?

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Signature Wealth Strategies operates in the Financial Services industry.

What technology does Signature Wealth Strategies use?

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Signature Wealth Strategies's tech stack includes cdnjsShopifyGoogle Fonts APISwiperSiteGroundreCAPTCHAX-Content-Type-OptionsGravity Forms.

What is Signature Wealth Strategies's email format?

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Signature Wealth Strategies's email format typically follows the pattern of First@signature-llc.com. Find more Signature Wealth Strategies email formats with LeadIQ.

When was Signature Wealth Strategies founded?

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Signature Wealth Strategies was founded in 2016.

Signature Wealth Strategies

Financial ServicesSouth Carolina, United States11-50 Employees

We help families plan their financial futures with confidence by providing comprehensive strategies, customized solutions and concierge level service.


Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state.
Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smicd.htm

Securities offered exclusively through Raymond James Financial Services, Inc., member FINRA/SIPC 

Signature Wealth Strategies is not a registered broker/dealer, and is independent of Raymond James Financial Services. 

Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc.

Section iconCompany Overview

Headquarters
135 South Dargan Street Suite 200 Florence, South Carolina 29506 United States
Phone number
NAICS Code
52 - Finance and Insurance
Founded
2016
Employees
11-50

Section iconFunding & Financials

  • $25M$50M

    Signature Wealth Strategies's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    Signature Wealth Strategies's revenue is estimated to be in the range of $25M$50M

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