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Signature Family Wealth Advisors

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Signature Family Wealth Advisors

Overview:

When we started in 1994, we knew there was something missing from the way successful individuals and families could manage their wealth. Investments, income, taxes, philanthropy, and estate planning were all silos. Clients needed to work with an army of brokers, attorneys and accountants to figure out how all the pieces should come together. We knew we could offer a higher level of service and coordination of activities to our clients. The firm is located and oriented intentionally outside Wall Street. We are actively plugged-in to leading markets and exchanges around the world. We take a holistic and long-term oriented approach to wealth management.

With offices in Charlottesville, Hampton Roads, and Richmond, Signature Family Wealth Advisors is a firm of investment, tax, and planning professionals. We are focused on one goal: reducing the complexity of managing wealth by offering integrated, comprehensive, bespoke solutions that address every facet of our clients’ financial lives.

Signature has more than $3.3 billion in assets under management and our dedicated team of 38 employees serves fewer than 170 client families. We offer the intellectual and financial scale of a much larger firm, coupled with the luxury of having the time, energy, and mandate to think very deeply about each clients’ needs.

Since day one, Signature has been an independent, fee-only firm; the only compensation we receive is from our clients. Because we are not paid commissions on any product or service we provide, our advice is free of bias and is focused solely on your best interests. The only item on Signature’s agenda is serving you.

Signature’s expertise, creativity, and dedication to our clients have translated into long-standing relationships, many of which span generations. We have long-standing relationships with our employees, too; most of them make their career out of working at Signature.

Asset Under Management: $3.3 billion

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Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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