We Simplify the Complex
Our clients’ personal and business financial lives are overwhelmingly complicated. We provide a “signature” experience – comprehensive, holistic wealth management solutions that help our clients address the issues affecting the many parts of their financial lives and create plans to help them reach a secure financial future.
We often refer to the “Tyranny of the OR” in our planning process. The “Tyranny of the OR” is a concept from the business best-seller “Built to Last,”* by James C. Collins which speaks about the belief that things must be either A or B, and can’t be both. Many advisors help with plans for insurance protection or investment management. Other advisors assist clients with either their personal or their business planning and keep them separate and unique, believing they must choose one or the other. The reality is that we believe advisors need to embrace the “Genius of the AND,” meaning they should address more than just one facet of a client’s financial life, based on personal and business objectives.
At Signature Wealth Advisors, we help with insurance protection and investment solutions. We help with family and business planning.
We prefer “The Genius of the AND” to “The Tyranny of the OR” as we help people build, protect and preserve their wealth.
*James C. Collins, Built to Last, Successful Habits of Visionary Companies, Harper Business, 2004.