Insights

Growth Recognition Signature Wealth Strategies has been recognized as one of South Carolina's 50 fastest growing companies, indicating a strong market presence and expanding client base, which presents opportunities for partnership and expanded service offerings.

Team Expansion Recent hires of experienced wealth advisors like Kathleen Shepherd and Andy Friedman demonstrate ongoing talent acquisition, suggesting a potential need for advanced staffing solutions, training programs, or HR services.

Event Engagement The company's active participation in conferences such as UNITE and hosting impactful events like the 'Unite for Impact' conference shows focus on community building and brand positioning, offering avenues for sponsorship, event management, or marketing collaborations.

Local Market Focus With offices across North Carolina, South Carolina, and Kentucky, Signature Wealth Strategies has a regional approach, providing opportunities for localized marketing, regional financial products, or community outreach programs to deepen their market penetration.

Technological Infrastructure Utilizing a diverse tech stack that includes Shopify, Google Fonts API, and security features like reCAPTCHA suggests the company's commitment to digital presence and cybersecurity, indicating potential needs for advanced tech solutions, website optimization, or cybersecurity 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. 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 December 2025, Signature Wealth Strategies has approximately 27 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
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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