Advisors at this firm
Thomas B
Series 63, Series 66
Montvale, NJ
Signature Wealth Management Partners, LLC
Thomas Bell is a financial advisor at Signature Wealth Management Partners, LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Bank of America, Merrill Lynch, and as a self-employed advisor. Signature Wealth Management Partners provides financial planning, consulting, and investment management services for individuals, including high-net-worth clients, as well as pension plans, trusts, estates, and business entities. The firm employs a multi-strategy investment approach combining fundamental, technical, and cyclical analysis across various asset classes with ongoing portfolio monitoring.
Michael E
Series 66
Montvale, NJ
Signature Wealth Management Partners, LLC
Michael Emr is a financial advisor with Signature Wealth Management Partners, LLC, holding a Series 66 designation and 25 years of industry experience. He has worked at firms including LPL Financial LLC and Purshe Kaplan Sterling Investments. Emr is also a Certified Public Accountant and partner at Botwinick & Company LLC, where he provides management, accounting, audit, and tax services. Signature Wealth Management Partners offers financial planning, consulting, and investment management services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, and business entities. The firm employs a combination of fundamental, technical, and cyclical analysis across multiple risk-based model strategies, managing portfolios with mutual funds, ETFs, stocks, bonds, and structured notes.
Elizabeth E
ChFC®, Series 63
Montvale, NJ
Signature Wealth Management Partners, LLC
Elizabeth Emr is a ChFC® credentialed financial advisor with 44 years of industry experience. She is a managing member and wealth advisor at Signature Wealth Management Partners, LLC and has previously worked at LPL Financial LLC. Outside of her advisory role, she is involved with Emr Management, LLC, a non-investment entity focused on payroll and business expense management, and holds a non-variable insurance agent license. Signature Wealth Management Partners provides financial planning, consulting, and investment management services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, and business entities. The firm employs a risk-based investment approach using a combination of fundamental, technical, and cyclical analysis across a variety of asset classes and model strategies.
Kenneth B
Series 66
Montvale, NJ
Signature Wealth Management Partners, LLC
Kenneth Botwinick is a financial advisor with Signature Wealth Management Partners, LLC, holding a Series 66 credential and over 23 years of industry experience. He has worked at Purshe Kaplan Sterling Investments since 2018 and previously spent 16 years at Linsco/Private Ledger Corp. In addition to his advisory role, he is a Certified Public Accountant and partner at Botwinick & Company, LLC, providing accounting, audit, and tax services. Signature Wealth Management Partners offers financial planning, consulting, and investment management services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, and businesses. The firm employs a combination of fundamental, technical, and cyclical analysis across multiple risk-based strategies and manages portfolios using mutual funds, ETFs, individual securities, and structured products with systematic rebalancing.
Gregory E
Series 63
Montvale, NJ
Signature Wealth Management Partners, LLC
Gregory Emr is a financial advisor with Signature Wealth Management Partners, LLC, holding a Series 63 designation and bringing 33 years of industry experience. He has worked previously at LPL Financial for 20 years and has been with Signature Wealth Management Partners and Purshe Kaplan Sterling Investments since 2018. Emr serves as a board member for the Mansion Ridge Home Owners Association, a nonprofit organization. Signature Wealth Management Partners provides financial planning, consulting, and investment management services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, and business entities. The firm employs a range of risk-based model strategies and combines fundamental, technical, and cyclical analysis to manage diversified portfolios.