Signature Wealth Concepts is proud of our community involvement and charitable giving. Check out some of our local community outreach activities!
Congratulations, Phil Kim!
Our very own Managing Director, Phil Kim, has received the prestigious 2023 Equitable Western Honor Associate Award for his dedication to his community, clients, and company.
Regional Honor Awards are selectively given to financial professionals across the country who exhibit outstanding accomplishments through integrity, honor, professionalism, and service to clients.
Neither the named award recipient nor any other party has paid or been otherwise compensated to be considered for or to win this recognition.
Signature Wealth Concepts is proud to support the 2nd Annual Brighter Way Institute Charity Golf Tournament in Scottsdale, AZ. Check out the tournament video below.
CONGRATULATIONS, ALEX AKERS!
Alex has passed the CFP certification examination. We are proud to recognize this significant accomplishment and Alex’s hard work and determination. The CFP designation is the highest standard of excellence in the field of personal financial planning.
Lesson Planning Your Financial Future!
Angie and Patrick represented the Signature Wealth team at the Marana School District benefits fair and had a great time visiting with staff from all over the district.
Our team is dedicated to assisting our first responders with financial and retirement planning. With pensions and defined contribution plans, we take the extra steps in creating specialized retirement income strategies to assist with a comfortable and confident retirement.
Pictured is CFP® Alex Akers who is making an impact with first responders in Arizona’s West Valley.
Reach out to learn about our financial planning strategies and the services we provide for first responders.
PPG-6034932.1 (10/23) (Exp. 10/25)
Members of Signature Wealth Concepts are committed to giving back to the various charities and community organizations listed here, however in no way does this constitute an endorsement or solicitation. Equitable Advisors and its affiliates are not affiliated with, nor do they endorse any of these organizations.