Winston-Salem & Boone, NC Financial Advisors

Empowering Our Clients and Community to

Plan Your Future
with Confidence

Signature Wealth Strategies is a wealth management practice serving families like yours in Winston-Salem and Boone, NC and surrounding areas. 

Sean-Bokhoven-and-John-Barrier-1024x767

We aren't just Financial Advisors.

We're parents, children, community leaders & entrepreneurs.

 

We understand your goals because we have them too. Collectively, our advisors have more than 200 years of financial services experience and have worked with families and entrepreneurs across the country to develop plans to help reach their life goals and grow their businesses. When our custom planning process is layered with concierge-level support, we empower our clients to live life intentionally, what we call a Signature Life.

Traditional Values
We are a small local group of real people with real values, aligned with a prominent financial group. We go above and beyond to support our clients and help assure their success.

Planning & Goals
We manage your money with a plan designed to achieve the return needed to help with your long-term spending patterns and plans.

Team Effort
We work closely with your CPA, estate attorney and any other crucial party, in addition to our own team of professionals to provide you an all inclusive financial strategy.

Meet The Team

Winston-Salem and Boone, NC

Senior Wealth Advisor, RJFS

Senior Wealth Advisor, RJFS

Chief Investment Officer, SWG
Senior Wealth Advisor, RJFS

Signature Life Magazine

Carefully curated for our clients and community. 

 

We are proud to bring you a local magazine published in-house by our own marketing team to keep you informed and engaged with our community, our team, and the market.

Each quarter we highlight timely market closures and deadlines that can affect your financial and retirement plans. Additionally, we'll feature the Signature Life Story of someone from our community to give you a peek behind the scenes at how others are living their best life today.

You'll also find informative articles and resources to help guide you on your own financial journey. Check back here for great content every season.

 

***Request a print copy of the magazine to be mailed directly to you every quarter for free! Click here to sign up >>>

Read the Latest

Market Updates

November 2022 Market Update

Two things are certain right now:  hearing Mariah Carey’s “All I Want For Christmas” on the radio while I as putting away my Halloween decorations yesterday was absolutley too soon.  The second is that October was a fantastic month for the markets. There was plenty of good news to go around. The DOW had it’s…
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October 2022 Market Update

Goodbye September! No, really, goodbye. In last month’s commentary, we quoted a statistic that September is the worst month of the year for the markets dating back to 1950. So, while we expected a bit of a pullback, we didn’t expect that much of one! The S&P 500 logged in a whopping-9.34% for the month.…
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September 2022 Market Update

We hope you all had a great Labor Day Weekend! This month’s commentary is coming to you a bit later in the month than we like but its delay is for good reason.  John & I had the pleasure to visit Raymond James headquarters in Tampa, FL this past week to hear thoughts on the…
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August 2022 Market Update

Much has been said about the current state of the markets, and for good reason.  Up till the end of June, 2022 has been the worst start to the year for the markets since 1970.  (Feel free to use that depressing fact at your next dinner party). But simply put:  July was a fantastic month…
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July 2022 Market Update

We hope you all had a happy & safe 4th of July weekend! Since our last update, a couple of interesting things happened in June: 1. Everyone assumed the FED was going to raise rates 0.50% at the June meeting.  But after a slight uptick in the inflation reading, they ended up raising them 0.75%,…
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June 2022 Market Update

Hello! Normally this time of year we’d be asking if you’re enjoying this spring weather but, as we write this, it’s 93 degrees and humid.    (John likes to remind me it’s beautiful & 75 in Boone, ha.) So, with that said, we hope you’re enjoying this summer weather! The markets continued their downward trend…
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LET'S BUILD CONFIDENCE IN YOUR RETIREMENT

Together we will review your portfolio, clarify your goals and develop a relationship that aims to set you up for financial confidence and success.

Questions?

We understand how easy it is to get overloaded by the investor information available these days. It can be difficult to succeed alone, so you may need a guide for your financial journey. But how exactly do you choose a guide? Start by finding someone you're comfortable talking to. Look for an individual focused on helping you achieve your goals, not meeting their quotas.

It's OK to talk with someone, even us, and realize it's not a great fit, so we offer a complimentary "Ask Us Anything" call before committing to anything. Get to know us. Find out if we are a fit for your financial goals. And if you're struggling with the best questions to ask, here are a few to get you started.

There is no "right" way to work with an advisor; in fact, there are many ways you may work with your financial guide. But like any relationship, you need open, honest, and regular communication to help you succeed. One of the most effective approaches we've seen is using an advisor to help do the following:

  1. Clarify your financial goals
  2. Set regular checkpoints
  3. Keep you on the right track

You may prefer to talk over the phone, on the web, in person, or a combination of the three. And we're here to work in the way that is best for you. As you explore the most appropriate fit for you, we recommend using a three step process for creating a comprehensive plan.

Before discussing different types of investments, it is important to understand what you own and why you own it. Do you know the investments you have? What about the investments most appropriate for your financial goals? We believe the key to a successful investment strategy is choosing the tools that fit your long-term goals.

Once we determine the appropriate tools for your personalized plan, we help you optimize them for your success. We work with many types of investments: stocks, bonds, mutual funds, annuities, and exchange traded funds. Our team also assists you with individual brokerage accounts, IRAs, Roth IRAs, 401(k), and other corporate retirement plans, trusts, and institutional accounts.

*Investing involves risk and you may incur a profit or loss regardless of strategy selected.

Everyone defines "enough" differently. We believe that the key to a successful financial plan is determining how you define enough. In other words, how do you define the finish line? What does "success" mean to you? Our advisors assist you in defining your ideal end goal, then determine if you are on the appropriate path to get there.

But a great financial plan doesn't focus only on retirement. We believe the journey should be as enjoyable as the destination, so we take other things into account as we develop your Signature Life Plan. 

We believe that a great financial plan is proactive, so our advisors help you protect what you have by discovering the insurance solutions you need. We help you with a variety of insurance needs, like

  • Life
  • Long-term care
  • Disability insurance

As we work through your plan and determine the insurance coverage you need, we assist you in the areas of estate planning and executive benefits.

Choosing the right insurance carrier is overwhelming and confusing.

If you have questions about anything that we can do to help you meet your goals - just ask. If we don't know the answer, we'll find it for you. In addition to our local contacts, our clients also have access to capital using margin lending, securities backed lines of credit, Raymond James Bank and Raymond James Investment Banking Services. Our other capabilities include assistance with public finance, capital markets and institutional services. To find out more, schedule a call. You can tell us what you're trying to accomplish and we'll help point you in the right direction.

We focus on all aspects of financial planning, so feel free to ask us anything. If we don't know the answer, we will find it for you.
Along with local contacts, we are connected to capital using margin lending, securities backed lines of credit, Raymond James Bank, and Raymond James Investment Banking Services. We are also equipped to assist with public finance, capital markets, and institutional services.
Schedule a call today to ask any financial question you have, then see how we can best help you.

* Raymond James Financial Services, Inc. is an affiliate of Raymond James Bank, FSB, a federally chartered savings bank. Unless otherwise specified, products purchased from or held at Raymond James & Associates, Inc. are not insured by the FDIC, are not deposits or other obligations of Raymond James Bank, FSB, and are not guaranteed by Raymond James Bank, FSB, an affiliate of Raymond James& Associates, Inc., and are subject to investment risks, including possible loss of the principal invested.

Winston-Salem & Boone, NC Financial Advisors

 

Sean Bokhoven
3330 Healy Drive, Suite 110, Winston-Salem, NC 27103 | Call: (336) 728-6954

John Barrier
895 State Farm Rd, Ste. 504, Boone, NC 28607 | Call: (828) 832-3831