The right financial guidance can do more than help you achieve the goals you have today. It can open up a world of possibilities and guide you toward your most fulfilling future.
President and CEO, T. Scott Newman, ChFC, CLU, CLF
Operations Manager, Lucy M. Newman, M.S.
Signature Wealth Partners is committed to providing valued clients forward thinking and cost-effective financial strategies to keep up with our ever-changing economy. With over 30 years of experience, Scott & Lucy are committed to fostering an environment of superior service in helping you navigate life's challenges while supporting and reinforcing your long-term goals.
Signature Wealth Partner's Specialties: Wealth Management, Retirement Income Strategies, Business Succession Planning, Risk Management, Estate Conservation Strategies, 401(k) and other company sponsored plans, Deferred Compensation Strategies, Asset Allocation Strategies, Traditional and Roth IRAs, Life, Health and LTC Insurance, Investment Advisory Services.
Licenses: 7,6,63,65,24,26,53,51, L&H, P&C
Whether you run a business, have a family, or just need wealth management guidance for yourself, we can provide financial strategies that can adapt to your changing needs and the evolving life you live.
Preparing for your financial security can be challenging and having someone in your corner is critical. We understand that financial guidance is about more than just money, it's about appreciating who you are and what you want in life. We will work with you to design a comprehensive and personalized financial strategy that fits your goals today and your vision of tomorrow. It’s about helping you build a fulfilling future, your way.
Our firm's team first approach enables us to assess and offer you a wide range of financial products and services. We offer a diverse portfolio to help you meet your financial goals. These services are designed to help maximize your future while preparing you for today.
* Retirement Planning
* Business Planning
* Estate Conservation Strategies
* 401(k) and other Company Sponsored Plans
* 403(b) Plans
* Deferred Compensation Programs
* Asset Management Accounts
* Traditional and Roth IRAs
* Asset Allocation Strategies
* Life & Long-Term Care Insurance, Health Insurance
To understand your situation – The most important work we do is getting to know who you are. Having open communication with a team having not only experience, but credentials and a principled approach to your finances, allows for a personalized experience unlike any other.
To respect your assets – We listen, learn, and build on your existing assets – respecting the choices you’ve already made.
To provide options - We provide forward-thinking and cost-effective financial strategies to keep up with our ever-changing economy.
We understand how difficult it can be to plan for the future. That’s why you and your family will never feel like you are walking this path alone. Instead, we want to work with you, in a true collaboration, so your vision is combined with our experience in helping people systematically reach their goals.
We are a full-service wealth management firm committed to helping you pursue your financial goals. We offer a wide range of financial products and services to individuals and business owners and are dedicated to helping you identify your goals and make sound decisions to help you successfully reach them.
1Fee-based, and non-fee based financial planning is offered by financial professionals who are investment advisor representatives of Equitable Advisors, LLC, a SEC-registered investment advisor.
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