Purpose
It isn’t what you live on. It’s what you are living for. It isn’t what you retire from. It’s what you retire to.
We see the creation of wealth as a means to achieving purpose.
Freedom
Financial freedom is unique and personal. It’s realized by living a life where you control your money – it doesn’t control you. It’s the peace of mind in having channel markers to track progress towards your goals.
Stewardship
Stewardship is active and ongoing. The optimization of your wealth through investments today. The diligence of a long-term coordinated financial plan that fulfills your purpose.
WE ARE INDEPENDENT.
We answer only to you. PFS Signature Wealth is an independent firm not owned by a bank or brokerage firm, freeing us from outside pressures and obligations. Independence empowers us to devote our attention to your dreams, not some corporate bottom line, and to provide innovative solutions unique to your life. We leverage a diverse group of over 240 different research teams and asset managers.
85+
Years of Collective Experience
38
States in which Clients are Served
99%+
Client Retention
WE ARE EXPERIENCED & QUALIFIED.
PFS Signature Wealth is founded on legacy and focused on the future, bringing together talented and credentialed professionals from across generations who collectively have more than 85 years’ experience in managing more than $1 Billion in total assets.
Our firm is structured to marry the lessons of life-wisdom with longevity to provide stable, consistent financial guidance for decades to come. We’ve devoted ourselves to helping clients address the three most important aspects of their financial lives: Purpose, Freedom, and Stewardship.
WE ARE FIDUCIARIES.
We are certified independent, ethically and legally bound to put your interests above ours. We believe this is important for you to know up front. We are committed to providing financial planning services within a highly-ethical framework, and to being good stewards of your financial blessings.
WE ARE PARTNERS WITH THE WORLD’S LARGEST CUSTODIANS
We trust Charles Schwab, Fidelity, and BNY Pershing to keep our client’s funds safe. Simply put, we look after your financial well-being by offering an open architecture of financial management resources from the largest custodians. We can do this because of our size and commitment to serving as independent fiduciaries.
WE SERVE CLIENTS FROM HAWAII TO VERMONT.
While we serve clients across the nation, we are headquartered on the gulf coast of Florida. Our office is located in the historic Hyde Park district of Tampa, where we personally serve affluent families and business owners all across the country.
LET’S MEET AND GET TO KNOW ONE ANOTHER.
GOOD CONVERSATION CAN LEAD TO GREAT THINGS.