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Signature Estate & Investment Advisors, LLC® — Wealth Management Platform

 
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Wealth management platform offering Registered Investment Advisory services.

A logo for Signature Estate & Investment Advisors, LLC featuring the company name in bold, white font on a navy blue background.

Signature Estate & Investment Advisors, LLC® (SEIA) is a Registered Investment Advisory Firm and wealth management platform. The firm offers its services to individual investors, families, and business owners, as well as to groups, organizations, and institutions. SEIA offers comprehensive, reliable, and informed financial planning and wealth management services that are tailored to its clients' individual needs.

SEIA now owns 2,225 shares of the aircraft producer's stock, valued at $304,000, after acquiring an additional 250 shares in the last quarter. This is a significant Investment in the company, and one that SEIA believes will provide a strong return over the long term.

SEIA is a member of the Featured Advisor Organizations, which includes Saugatuck Financial, SEIA: Signature Estate & Investment Advisors, LLC, and The Colony Group. SEIA is highly respected by its peers and is known for its ability to guide clients through the complexities of investing and long-term financial planning.

Brian D. Holmes, MS, CFP, AIF, is the president and CEO of SEIA. As of December 31, 2017, SEIA had over $2 billion in assets under management. SEIA combines its foundations in Investment management and financial planning with the latest technology and personalized service to meet the needs of each client.

SEIA has a team of experienced professionals who are committed to providing its clients with a high level of service and expertise. The firm works to ensure that its clients' portfolios are well-diversified and that appropriate risk management strategies are in place. SEIA also offers a wide range of services, from portfolio design and asset allocation to retirement planning and estate planning.

SEIA understands that each client's situation is unique, and therefore seeks to provide customized solutions that are tailored to meet the client's specific needs. The firm works to ensure that its clients have a comprehensive understanding of the markets and the various Investment options available.

SEIA provides a high level of personalized service and customizes its services to the individual needs of each client. The firm is dedicated to providing its clients with the latest information and advice to ensure that they make informed decisions. The firm also offers financial education to its clients, helping them to better understand the markets, the various Investment options, and the risk associated with investing.

SEIA strongly believes that financial planning is an important part of a successful future, and works to ensure that its clients are well-prepared for whatever the markets may bring. The firm works to ensure that its clients have a sound understanding of the various Investment options and that their portfolios are properly diversified to minimize risk.

No matter what the future holds, we all can prepare for whatever the markets may bring our way. Read more from Signature Estate & Investment Advisors, LLC to learn more about their services and how they can help you achieve your financial goals.

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signature estate & investment advisorsllcregistered investment advisory firmwealth management platformindividual investorsfamiliesbusiness ownersgroupsorganizationsinstitutionsfinancial planningwealth management servicesaircraft producersaugatuck financialthe colony groupbrian d. holmesmscfpaifassets under managementportfolio designasset allocationretirement planningestate planningcustomized solutionsfinancial educationinvestment optionsrisk management strategies
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