SignatureFD

Who we are

Welcome to SignatureFD, where we are more than just your average financial advisor or wealth manager. I am Heather Robertson Fortner, the CEO, and I am so glad you found us. At SignatureFD, we are passionate about creating custom-designed financial plans for the people of Charlotte that truly reflect what matters most to you. We believe in putting your values at the center of your financial strategy so you can live your wealth to the fullest now and in the future.

Our team is dedicated to helping high net worth families in Charlotte, NC, but our mission goes beyond just managing wealth. We are committed to helping our clients discover their Net Worthwhile™—the things and people that bring them true fulfillment. We believe that true wealth is not just about the numbers in your portfolio, but about living a life by design.

What we Do

At SignatureFD, we offer a range of financial services tailored to meet the unique needs of our clients in Charlotte. Our services include wealth management, financial planning, investment management, estate planning, tax planning, and more. We work closely with each client to understand their goals, values, and priorities so that we can create a personalized financial plan that aligns with their vision for the future.

Our team of experienced financial advisors and wealth managers are dedicated to providing the highest level of service and expertise to help our clients achieve their financial goals. Whether you are planning for retirement, saving for your children’s education, or looking to build wealth for future generations, we are here to help you every step of the way.

Why you should use us

When it comes to managing your wealth and planning for the future, trust and expertise are essential. At SignatureFD, we offer a unique approach to financial planning that puts your values and priorities at the forefront. We believe in building long-term relationships with our clients based on trust, transparency, and integrity.

Our team of professionals has years of experience helping high net worth families in Charlotte navigate complex financial decisions and build a secure financial future. We are committed to providing personalized service and innovative solutions to help our clients achieve their financial goals. When you choose SignatureFD, you can trust that you are working with a team that truly cares about your success and is dedicated to helping you live your Net Worthwhile.

What can you ask?

• How can SignatureFD help me create a personalized financial plan based on my values and priorities?
• What services does SignatureFD offer for high net worth families in Charlotte, NC?
• How does SignatureFD approach wealth management differently from other financial advisors?
• Can SignatureFD help me with estate planning and tax planning strategies?
• What is the process for becoming a client of SignatureFD?
• How does SignatureFD prioritize building long-term relationships with its clients?
• What sets SignatureFD apart from other wealth management firms in Charlotte?