Experienced guidance – more confident investing

You are an individual who doesn’t just jump to conclusions. Your decisions are carefully weighed and deliberated with cautious consideration.

When seeking financial advice, you seek a counterpart who is equally as deliberate in delivering carefully measured guidance.

We are driven not only by years of experience, but by disciplined planning, attentive insight and analytical capabilities. Our objective is to serve as your trusted financial partner – to help you arrive at the informed decisions you value, and enjoy the confidence in knowing that every financial matter is fully addressed.

Comprehensive Planning

There’s more to your financial life than just investments. Comprehensive planning encompasses an in-depth review and analysis of all aspects of your financial life – to help you see the big picture and enable us to personalize a plan for addressing every detail.

Retirement Planning

We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.

Financial Planning

Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well.

Business Planning

You understand all too well the effort that goes into creating a successful business. It is no surprise that a successful transition – whether it be selling all or part of your business or passing it on to an heir – requires substantial work as well.

Get to know Our Team

Daniel Aaron Smith, IV
Daniel Aaron Smith IV, CFP®, ChFC®, CLU®, CASL, CEPA
Managing Partner, Signature Wealth Partners Financial Planner, RJFS
Todd Bryant
Todd A. Bryant, CFP®, ChFC®, CLU®, AIF®
Partner, Signature Wealth Partners Financial Planner, RJFS
Eric. Carlson
Eric P. Carlson, CFP®, ChFC®, CPCU®
Partner, Signature Wealth Partners Financial Planner, RJFS
David Pieronowski
David Pieronowski
Partner, Signature Wealth Partners Financial Planner, RJFS
Diane Stallard
Diane Stallard
Client Services Specialist
Elizabeth Hall Bio Image
Elizabeth Hall
Client Services Specialist
Ivan Katz Bio Image
Ivan Katz
Director of Investment Strategy, Signature Wealth Partners Investment Executive, RJFS
Antonia Carrino Bio Image
Antonia Carrino
Administrative Assistant
nicholas Mcturk
Nicholas Andrew McTurk, MBA
Financial Representative

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

STRUCTURED Process

Gaining a good understanding of who you are and what you want to accomplish greatly aids us in designing, implementing and managing a plan that precisely fits your life.

ANALYTICAL Insights

We apply our analytical capabilities to help us manage market risk, identify investment opportunities, allocate assets, and build and balance portfolios.

PERSONALIZED Guidance

We are well-versed in addressing individual needs, and applying our specialized knowledge to the financial matters and issues specific to you.
Riches do not consist in the possession of treasures, but in the use made of them.
Napoleon Bonaparte

Information & insight

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The future at your fingertips

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Signature Wealth Partners is not a registered broker/dealer and is independent of Raymond James Financial Services.

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