Signet Strategic Wealth Management

At Signet Strategic Wealth Management, we believe that professional guidance and personalized service are essential to achieving your financial goals. As a Southern California-based financial services firm, we specialize in creating wealth strategies that align with your values of social change and environmental responsibility. Our team of experienced professionals is dedicated to providing customized financial planning and investment management services that put your goals at the forefront.

Our Philosophy

As a firm, we are committed to understanding your unique financial situation, desires, and concerns. We take the time to listen and learn about your goals, values, and risk tolerance to develop a personalized financial plan that is tailored to your needs. Our investment philosophy is rooted in the principles of environmental, social, and governance (ESG) and socially responsible investing (SRI). We believe that investing should not only generate returns but also make a positive impact on the world.

Our Services

We offer a wide range of financial services designed to help you achieve your financial objectives. Our services include:

SRI/ESG Investing: We believe that investing should be a force for good. We use a combination of ESG and SRI principles to create a portfolio that aligns with your values and investment goals.

Investment Planning: Our experienced investment professionals work closely with you to develop a comprehensive investment plan that is tailored to your risk tolerance, financial goals, and time horizon.

Retirement Planning: We help you plan for a secure financial future by creating a customized retirement plan that takes into account your income sources, expenses, and savings goals.

Insurance Planning: Our experienced professionals work with you to design a comprehensive insurance plan that protects your assets, income, and loved ones.

Estate Planning: We help you create a plan that ensures your estate is distributed according to your wishes and minimizes taxes and fees.

Comprehensive Financial Planning: Our comprehensive financial planning services help you achieve your financial goals by creating a customized plan that addresses your financial situation, risk tolerance, and goals.

Small Business Planning: We understand the unique challenges faced by small business owners, and our experienced professionals work closely with you to create a customized plan that addresses your business and personal financial goals.

Our Team

At Signet Strategic Wealth Management, we are proud to have a team of experienced professionals who are dedicated to helping you achieve your financial goals. Our team includes:

• Christopher C. Soulios, CFP, CSRIC, Founder and LPL Financial Advisor
• Jerome Aron, Wealth Manager
• Mike Toomey, LPL Financial Advisor
• Brett Rowe, CFP, Senior Plan Manager

Get in Touch

If you are looking for a trusted advisor who can help you achieve your financial goals, we invite you to contact us today.