In working with our current executive clients, we realized that they really needed a unique, focused solution that addressed their financial concerns in a seamless way.
Atlanta, GA (PRWEB) January 22, 2015
SignatureFD, a leading privately held financial design and advisory firm headquartered in Atlanta, has launched SignatureEXEC, a specialized initiative that offers personalized wealth management services for today’s hardworking executive.
“Executives have great wealth—their knowledge, influence, talents and resources—but that wealth is often not optimized due to career pressures and time constraints,” said Dan Dubay, SignatureFD partner and director of SignatureEXEC. “Executives need a team that can help them develop and achieve their personal vision, just as they have a team at work that helps them achieve their company’s vision. That’s what SignatureEXEC provides.”
SignatureEXEC is led by an advisory team that has worked with executives at leading public companies for a combined three decades. Objective professionals with expertise in executive benefits, investments, planning, insurance, taxes and other areas of wealth management provide further support to clients. Together, this team delivers proactive coordination to meet executives’ various needs.
“In working with our current executive clients, we realized that they really needed a unique, focused solution that addressed their financial concerns in a seamless way,” said John O’Donnell, SignatureFD partner and another initiative leader. “Busy executives often lack the time to deal with all the financial details or manage relationships with multiple professionals. SignatureEXEC simplifies their life by allowing them to delegate many of their financial details to us.”
“As a firm, we’re committed to empowering our clients to live a great life,” said Dubay. “SignatureEXEC helps us do that for executives by coordinating many aspects of their finances so that they can maximize their resources and better seize the many opportunities available to them.”
To learn more about SignatureEXEC, visit http://www.signaturefd.com/initiatives/signatureexec.
SignatureFD, LLC, is an innovative and comprehensive financial design firm with a simple mission: to empower each client to use their wealth to live a great life. Founded in 1997, SignatureFD offers a full suite of wealth management services designed to meet the needs of high-net-worth individuals and families. These include asset management, asset protection, tax planning, cash flow and debt management, wealth transfer planning, and financial life planning. SignatureFD manages over $2 billion for over 700 client families and has had a client retention rate of 97% since opening its doors in 1997. For more information, visit the SignatureFD website at http://www.signaturefd.com.
Dan Dubay, Partner, Director of SignatureEXEC
1230 Peachtree St. NE, Suite 1800
Atlanta, GA 30309