Signature Wealth Concepts is proud of our community involvement and charitable giving. Check out some of our local community outreach activities!
Signature Wealth Concepts is proud to support the 3rd Annual Brighter Way Institute Charity Golf Tournament in Scottsdale, AZ. Phil Kim and Julie Maxwell head up the planning committee to host the annual charity golf tournament.
Check out the tournament video below.
Signature Wealth Concepts partners with OCJ Kids to support foster children in Arizona. We sorted hundreds of donated books for the summer enrichment program where children get access to a library stocked with books they are able to take for their own collection for nurturing stories and development.
In honor of Mother's Day Signature Wealth Concepts hosted a women and investing happy hour to educate women on financial planning and to empower female financial independence. Women have uniquely different needs, fears, and concerns as it relates to money. Seeking guidance from a professional can lessen fears and help prepare for the future.
Our Tucson office hosted a free drive-up shred event for clients and the community to securely dispose of papers and documents. This was a huge success!
Angela VanBlargan gets an A+ for visiting local schools in Tucson with teacher appreciation treats for our educator clients.
Thank you to the educators who inspire, educate, and shape the future!
Signature Wealth Professionals from Scottsdale and Tucson started the day with a quarterly team planning meeting, followed by indoor pickleball to celebrate National Pickleball Day!
Pickleball encourages teamwork, communication, fosters collaboration, and provides various physical and mental health benefits.
We are thrilled to announce our Managing Director, Phil Kim, was ranked #15 on the AdvisorHub “Advisors to Watch with Assets Under $1 Billion” this summer! As an Asian-American advisor, with 22 years of experience, he has gained a unique perspective into the wealth management industry.
Please join us in congratulating Phil and take a few minutes to read an article Phil wrote that was featured in the Phoenix Business Journal.
For those of you who continue to be part of the Signature Wealth Concepts family, thank you for your trust in our services!
PPG- 6721410.1(7/24)(Exp.7/26) and PPG-6752700.1(7/24) (Exp. 7/25)
Phil Kim attended another incredible Leadership Conference with ACEL this past August! Always great to support a group that fosters creativity, learning, empowerment, and collaboration. Two days of intensive breakouts, speaker-led sessions, and social networking here in Phoenix --- what an amazing gathering of talent and superstars in the AAPI community.
Signature Wealth Concepts and The Equitable Foundation came together to volunteer at United Food Bank to make a positive impact in the community. Every hour spent packing, sorting, and distributing food helps families in need. Visiting a local food bank is a powerful way to make a tangible difference in the lives of those who need it most.
Signature Wealth Concepts was recognized by the Phoenix Business Journal at the Corporate Philanthropy Awards Banquet! Phil Kim was an honoree in the Corporate Social Responsibility Executive of the Year Category which represents the amazing relationships that we have with local non-profit organizations. The Corporate Philanthropy Awards are a chance to highlight the incredible generosity of Arizona's leading organizations and community involvement.
Thank you to our team and our amazing non-profit partners!
- Shred Event: clients could safely dispose of confidential documents and declutter before the Holidays
- Charity Drive: gathered essential items for Arizona Foster Children
- A token of our appreciation: clients could take home a complimentary pie
Fun day to kick off the season of giving!
Signature Wealth Concepts attended NASCAR and got the behind the scenes infield experience with access to the NASCAR Cup Series garage as teams prepared for the Championship Race. A memorable team outing!
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.
