Signature Wealth

Our office will be closed on Friday, August 14th for our Annual Retreat. We will be back to business as usual on Monday, August 17th 📁📈🔷⚠

🎂 Happy Birthday to our July birthday crew!🎉 Wishing each of you a day filled with celebration, happiness, and all your favorite things.

Happy 4-Year Work Anniversary, Jake! 🎉
Today we're celebrating Jake and his four years with Signature Wealth! As a Financial Planning Specialist on our Wealth Planning team, Jake plays an important role in supporting our team and the work we do every day.
Congratulations on this milestone, Jake, and thank you for your hard work and commitment over the past four years. We're grateful to have you on the Signature Wealth team!

Happy Anniversary Travis! 🎉 If you've ever called Signature Wealth, chances are you've spoken to Travis. No one takes care of our clients quite like he does. Thank you for your hard work, dedication, and the care you show our clients everyday!

MacKenzie Scott’s remarkable giving is a powerful reminder that philanthropy does not have to be loud to be meaningful.

According to Giving USA and the Indiana University Lilly Family School of Philanthropy, Scott accounted for roughly one-third of America’s $19.2 billion in megagifts last year—part of a broader year in which charitable giving in the U.S. reached $617.2 billion.

What stands out most is not just the size of her gifts, but the spirit behind them: thoughtful, quiet, values-driven generosity focused on creating ripple effects in communities.

At Signature, we believe charitable giving is most impactful when it connects wealth with purpose. Whether through direct giving, donor-advised funds, family foundations, or broader legacy planning, philanthropy can be one of the most meaningful ways to define what wealth is truly for.

A great read on the power of generosity, intentionality, and giving with purpose.

https://fortune.com/2026/06/25/mackenzie-scott-largest-megadonor-2025-7-billion-donations-giving-usa-iu-report/?fbclid=IwZnRzaASqL_tleHRuA2FlbQIxMQBzcnRjBmFwcF9pZAo2NjI4NTY4Mzc5AAEew8U773USfjWv1bxrJ1F9OTCT0HIKTYH1CKAyHOr_SO_SuY8k2r9BCrVwBVI_aem_-uJyXCaOru7m1qyMWPkyEQ

MacKenzie Scott alone accounted for one-third of America's $19.2 billion in megagifts last year | Fortune MacKenzie Scott donated $7 billion in 2025—a third of all U.S. megagifts—bringing her five-year total to $26.2 billion, even as she stays out of the spotlight.

👏 Work Anniversary Spotlight: Christopher Morton
This marks 3 years of hard work, growth, and teamwork from Chris. Your efforts don't go unnoticed, and we're thankful for the value you bring to our organization every day. Congratulations!

🎉 It's Serina's birthday! We're glad to celebrate you today and appreciate everything you contribute to our workplace.

🎉 Celebrating 5 Years with Dan!
From day one, Dan has brought positivity, commitment, and care to everything he does. We look forward to many more milestones ahead.

🎂 Happy Birthday to Seth! Wishing you a great day and an even better year ahead.

🎉 Happy Work Anniversary, Bobby!
Today we're celebrating 2 years of Bobby being an integral part of our team. Thank you for your dedication, professionalism, and the impact you make every day!