Signature Wealth Management Partners, LLC logo

Signature Wealth Management Partners, LLC

Updated today

Client assets under management

$448,932,127

Clients

423

25% high-net worth

Advisors

5

of 8 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

85

High

Average account size

$1,061,305

About

Signature Wealth Management Partners serves individuals (including high-net-worth clients), pension and profit-sharing plans, trusts, estates, corporations and other business entities, delivering financial planning, consulting, and both discretionary and non-discretionary investment management. The firm allocates assets among mutual funds, ETFs, individual debt and equity securities, structured notes and CDs, and engages Independent Managers; it also acts as the sponsor and manager of a wrap fee program.

SWMP’s investment process combines fundamental, technical and cyclical analysis across five risk-based model strategies (from Income with Capital Preservation to Aggressive Growth), tailoring portfolios to client risk tolerances and conducting systematic rebalancing and monthly investment reviews. The firm selects and monitors Independent Managers for portions of client assets, uses structured products and other instruments with derivative characteristics in certain separately managed accounts, and employs portfolio monitoring software to track allocations.

Noteworthy distinctions include a disclosed affiliation with the certified public accounting firm Botwinick, where some supervised persons are accountants who solicit business and receive a portion of accounting fees, a relationship the brochure identifies as a potential conflict of interest. SWMP’s combination of sponsoring a wrap fee program, working with Independent Managers, and employing structured/derivative-style instruments in managed accounts is less common among peer team firms and may influence implementation, reporting and potential conflicts to consider.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Wealth management Trust structures (GRAT, IDGT, revocable)

Fee options

Fixed

Financial planning and consulting fixed fees ranging from $1,000 to $5,000, negotiable

Percentage

$0 - $499,999: 1.25% $500,000 - $1,499,999: 1.00% $1,500,000 - $2,999,999: 0.90% $3,000,000 - $4,999,999: 0.80% $5,000,000 - $7,999,999: 0.65% $8,000,000 - $9,999,999: 0.50% $10,000,000 - $11,999,999: 0.46% $12,000,000 - $14,999,999: 0.43% $15,000,000 - $17,999,999: 0.40% $18,000,000+: 0.38%

Commissions

Certain supervised persons offer securities brokerage services and insurance products on a separate commission-based arrangement

Other

Fee-only: Fixed fees for financial planning and consulting services ranging from $1,000 to $5,000, negotiable

Main office location

Signature Wealth Management Partners, LLC

85 Chestnut Ridge Road, Suite 201

Montvale NJ 07645, United States

Number of offices

2

Most active in

California · Florida · Massachusetts · New Hampshire · New Jersey · New York · North Carolina · Pennsylvania · South Carolina

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

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.

Wealth management Trust structures (GRAT, IDGT, revocable)
user avatar

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.

Wealth management Trust structures (GRAT, IDGT, revocable)
user avatar

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.

Wealth management Trust structures (GRAT, IDGT, revocable)
user avatar

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.

Wealth management Trust structures (GRAT, IDGT, revocable)
user avatar

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.

Wealth management Trust structures (GRAT, IDGT, revocable)
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