Signature Estate & Investment Advisors, LLC

Behind every plan is a lifetime of work.

The early mornings. The long days. The decisions made for the people who matter most.

This Labor Day, we recognize the dedication behind every career, every business, and every future being built.

Wishing you a safe and restful Labor Day.

If we took shortcuts, you’d come up short.

Your financial life isn’t built from a template. It takes the harder work: understanding the full picture, weighing the tradeoffs, and making decisions around what matters most to you.

At SEIA, doing things the right way often means doing the harder work first.

No shortcuts. No one-size-fits-all answers. Just thoughtful advice built around your life.

See how we work.

https://seia.com/

Private Wealth Management & Financial Planning SEIA provides private wealth management built on investment judgment, with financial planning, tax, estate and trust, and family office services.

What are the market’s latest record highs really telling investors?

Sam Miller joined Schwab Network Morning Movers, hosted by Diane King Hall, to break down what investors should be watching as we head toward year-end.

One encouraging signal is the breadth of the rally. Value, growth, mid- and small-cap stocks, and international markets are all participating. At the same time, stronger corporate guidance is raising the earnings bar, and markets are demanding more even from companies that beat expectations.

The takeaway: these record highs look healthier than those of the past two years, with some normal market swings still likely along the way.

Watch the full interview here: https://schwabnetwork.com/video/value-stocks-gain-ground-as-sector-rotation-adds-market-muscle

Value Stocks Gain Ground as Sector Rotation Adds Market Muscle | Schwab Network Value stocks gaining ground on Wall Street in recent weeks is a sign of market health Sam Miller likes to see. He believes sectors like healthcare and industrials moving higher with the broader market add muscle to sustain the broader rally. Sam says that's more important than ever until more compan...

We're proud to share that SEIA's Signature Planning Process has been named a finalist in the 2026 Think Advisor Luminaries Awards for Product or Service Innovation across three categories:
• Financial Planning/Tax Planning
• Advisor Education
• RIAs with more than $10 billion in AUM

The recognition highlights the Signature Planning Process' innovative approach to integrating investment management, financial planning, estate planning, and tax strategy into a single, coordinated framework that helps advisors deliver more personalized guidance and supports SEIA's integrated, tax-first approach to wealth planning.

We're honored to see the Signature Planning Process recognized alongside so many innovative solutions shaping the future of wealth management!

See the full list of 2026 Luminaries finalists here: https://events.thinkadvisor.com/luminaries-awards/12973435

2026 Finalists: ThinkAdvisor Luminaries Awards 2026

The strongest relationships are built in the moments no one sees.

The preparation before the meeting. The call returned. The detail remembered. The follow-through that builds trust over time.

At SEIA, being relentlessly present means showing up with care, consistency, and attention to what matters most.

Because strong relationships aren’t promised. They’re built.

Find an SEIA advisor near you and start a conversation about your financial life.

https://seia.com/find-an-advisor

Find a Financial Advisor Near You Find a SEIA financial advisor near you. Explore local offices and connect with a team providing personalized wealth management and financial planning.

Wealth management is evolving because clients' needs are evolving.

From business ownership to multigenerational wealth and complex tax planning, today's financial decisions are more interconnected than ever.

Thank you to Diana Britton and Wealth Management for covering SEIA's continued investment in meeting those evolving needs through the launch of SEIA Tax Services, expanded family office resources and the addition of Tim Gacsy as Director of Tax Services.

Read the full story here: https://www.wealthmanagement.com/ria-news/seia-launches-tax-division-expands-family-office-services

SEIA Launches Tax Division, Expands Family Office $32.6 billion RIA SEIA hired Tim Gacsy to lead the new unit and partnered with Baker Tilly for family office work

You’ve seen our updated look. You knew The Brew. Now, meet Beyond the Bell.

Beyond the Bell carries SEIA’s newsletter forward with a timely look at what’s moving markets, what it means, and what investors should watch next.

In this edition, we explore why broader participation across U.S. and international markets may be a healthy signal, and why the bar for investors is getting higher.

Read the latest edition:
https://bit.ly/BTB0826

Beyond the Bell: The Bar Gets Raised Markets reached new highs as broader participation, resilient earnings, and international strength helped raise the bar for the second half of 2026.

We're excited to welcome Tim Gacsy as SEIA's Director of Tax Services.

Tim joins SEIA to lead the launch of SEIA Tax Services, built around our proprietary tax-first planning approach. By starting with a client's tax return, one of the clearest windows into their broader financial life, advisors can uncover planning opportunities earlier and better coordinate tax, estate and wealth planning. Alongside our expanded family office capabilities through Baker Tilly Family Office, these enhancements reflect SEIA's continued investment in serving HNW and UHNW clients.

Thank you to Leo Almazora and InvestmentNews for sharing the news!

Read the full article here: https://www.investmentnews.com/ria-news/seia-hires-lpl-tax-veteran-deepens-family-office-push/267755

SEIA hires LPL tax veteran, deepens family office push A new tax entity and Baker Tilly partnership deepen the $30 billion RIA's push into complex planning for wealthy clients.

We’re excited to share that SEIA has been named to the 2026 , recognizing the fastest-growing private companies in the U.S.

Inc. Magazine recognizes companies that have achieved remarkable growth while navigating economic uncertainty, rapid innovation, and an evolving business landscape.

For SEIA, this recognition reflects the dedication of our team and the trust our clients place in us every day.

Congratulations to the entire SEIA team! We’re proud of what we’re building together and excited for what’s ahead.

View the 2026 list here: https://www.inc.com/inc5000/2026

Inc. 5000 2026: Meet the Fastest-Growing Private Companies in America Meet the 2026 Inc. 5000 list of America’s fastest-growing private companies working in AI, health care, software, consumer products, food and beverage, and more.