Signature Financial Management opened its doors in 1994 and has been providing wealth management services their clients averaging over $20 million. They began to fulfill a need lacking in the services provided to wealthy individuals and families. Rather than one company serving all their financial needs, individuals and families had to juggle a handful of brokers, attorneys, and accountants.
Today they have offices in Norfolk, Charlottesville, and Chicago with over $2 billion in assets under management serving 150 families. Signature has been committed to reducing the complexity of wealth management in the lives of affluent people and families by offering a comprehensive service addressing all of their client’s needs. With over 150 years of collective experience in tax, generational, and philanthropic services, their team of over 20 expertly addressing all of their clients financial issues.