Private Wealth Growth Signature Wealth Group launched a dedicated Private Wealth offering for clients with $5M+ in assets, built around whole-life planning that covers family, business, estate and legacy alongside investment strategy, creating a major cross-sell opportunity to upgrade existing clients and attract UHNW prospects.

Credibility Boost The firm earns strong third-party validation with Chip Munn named to Forbes Best-In-State Wealth Advisors for 2026 and the company recognized as one of South Carolina's 50 Fastest Growing Companies in 2025, which can accelerate introductions and open doors in new markets.

Regional Expansion Recent hires and office expansions in North Wilkesboro and Pawleys Island, including the October 2025 addition of Wealth Advisor Kathleen Shepherd, signal aggressive multi-state growth in NC and SC and create opportunities to serve multi-location families and business owners with coordinated cross-location services.

Client Engagement Active client engagement through events such as client appreciation gatherings and the UNITE conference supports referrals and retention, positioning Signature Wealth as a relationship-driven firm offering concierge-level service.

Independent Advantage Being independent of Raymond James while securities are offered through Raymond James Financial Services can be leveraged to emphasize fiduciary independence and flexible product access, enabling cross-selling of insurance, estate planning and private wealth strategies.