Financial Advisor Blog

Florence, SC- In a move that expands its locations and resources, Signature Wealth Group (an independent organization aligned with Raymond James Financial Services, Inc., member FINRA/SIPC) has added an additional office in the Upstate region of South Carolina, bringing with it more than 150 years of experience to lead Signature’s division that will focus on first-generation entrepreneurs. In late March 2018, Signature completed the addition of Alliance Wealth Partners in Spartanburg, bringing Signature’s total office locations to five across North and South Carolina, powered by a force of 12 advisors and 30 total team members who now collectively oversee over $800 million in assets. The organization’s presence now includes offices in Florence, Greenville and Spartanburg, South Carolina as well as offices in Charlotte and Mooresville, North Carolina.

About Alliance Wealth Partners

Alliance Wealth Partners and its principals – Beau Shuler, Steve Ford and Richard Strasburger – built a practice that is focused on helping entrepreneurs and their families turn their success into significance. Shuler, who is celebrating 30 years with Raymond James Financial Services this year, saw a partnership with Signature Wealth Group as an opportunity to create an even wider influence. “I’ve operated my own business for over forty years, but at this stage in my career, I wanted to focus on maximizing the impact that I could have in the lives of my clients and help other advisors do the same,” Shuler said. Strasburger noted, “By partnering with Signature Wealth, we’re gaining access to back office and marketing services that are important to our business and give us more client-facing time.”

For Senior Wealth Advisor, Steve Ford, the long-term vision of Signature Wealth Group was compelling. “Between the changes in the tax law and the strong economy, I think there’s an opportunity for advisors to really add value to high net worth clients with creative solutions that advance their business and personal legacies. Our partnership will give us operational leverage to effectively serve our long-time clients while also expanding our ability to develop SWG’s high net worth division. It’s really a great fit,” Ford said.

 

About Signature Wealth Group

The founders of Signature Wealth Group came together in 2017 with one goal in mind – to build an advisor-led company that partnered with Raymond James Financial Services to allow its advisors to spend their time focused on clients. “After spending years as part of the leadership team at Raymond James Financial Services, I can tell you, there’s nowhere else that advisors have more options when it comes to tools and technology,” said Signature Wealth Group Managing Partner, Scott Whitley. “We’ve built an organization that delivers those solutions using our proprietary systems and services that that make life easier for our advisors,” Whitley continued.

Over the past year, Signature has assembled a top-notch team of professionals to assist advisors and their clients. Their latest move – the addition of Alliance Wealth Partners in Spartanburg- is another example of that commitment. “When we spent time with Beau, Steve and Richard, there was no doubt that it was a great fit,” said Chip Munn, Signature Wealth Group Managing Partner. “These guys have been working in the high net worth and entrepreneurial space for decades, from advanced planning to investment banking, and we knew they would be a great partner to help our advisors and their clients,” Munn said. “With one team member who’s a former estate planning attorney with a Master’s degree in taxation, I view them as a “SEAL Team” of sorts – professionals who an advisor can call on when they need support with a high net worth client relationship,” Munn continued. “With the addition of a successful, tenured team like Alliance Wealth Partners in the first quarter, there’s no doubt that Signature Wealth Group is building momentum for a breakout 2018,” he said. 

 

Signature Wealth Group

Signature Wealth Group is a Florence South Carolina-based independent organization whose advisors have spent more than four decades helping families and institutions plan their financial futures with confidence by providing comprehensive strategies, financial solutions and concierge-level service. In 2017, the organization expanded and Signature’s six Founding Partners and their advisors now serve clients in five locations across North and South Carolina and oversee total client assets of more than $800 million.

 

Raymond James Financial, Inc.
Raymond James Financial (NYSE-RJF) is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies. Its three principal wholly owned broker/dealers, Raymond James & Associates, Raymond James Financial Services and Raymond James Ltd., have approximately 7100 financial advisors serving 2.9 million accounts in 2,800 locations throughout the United States, Canada and overseas. In addition, total client assets are approximately $622 billion, of which approximately $32 billion are managed by the firm’s asset management subsidiaries.

Any opinions are those of Chip Munn, Scott Mitchell, Lewis Butler, John Chidwick, Ealon Thompson and Scott Whitley and not necessarily those of Raymond James.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc. and Signature Life, LLC. Signature Wealth Group, Signature Life, LLC. and Alliance Wealth Partners are not registered broker/dealers and are independent of Raymond James Financial Services.

 

AllianceWealthPartners

SignatureWealthGroupPartners

* Raymond James does not provide tax or legal services. Alliance Wealth Partners is not a registered broker/dealer and is independent of Raymond James Financial Services.

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