Signature Wealth Partners

What Signature Wealth Partners does

Signature Wealth Partners is a privately held financial advisory practice based in Omaha, Nebraska, founded in 1991 and operated by principals T. Scott Newman (President & CEO) and Lucy Newman (Operations Manager). The firm serves individuals, families, and business owners in the Midwest, providing wealth management, retirement income strategies, estate conservation, tax-efficient investing, risk management/insurance, business succession planning, and investment advisory services. Securities and investment advisory services are offered through Equitable Advisors, LLC, an SEC-registered investment advisor and FINRA member broker-dealer, meaning Signature Wealth Partners operates as a franchise financial professional practice rather than an independent RIA, retaining client ownership while leveraging the Equitable platform for compliance, product access, and back-office infrastructure.

The firm's core technology stack consists of Asset-Map for visual household financial planning, the Nitrogen Risk First platform for risk assessment, Microsoft Teams for virtual client meetings, and LPL Financial for market commentary and research distribution. The firm has received the Equitable Advisors Centurion Award in three consecutive years (2021, 2022, 2023), indicating top-tier production performance within the network. T. Scott Newman holds ChFC, CLU, and CLF designations alongside an extensive FINRA license stack (7, 6, 63, 65, 24, 26, 53, 51) plus insurance licensing (L&H, P&C), enabling broad cross-sell of securities, advisory, and insurance products.

Revenue is not publicly disclosed. The firm operates a relationship-first, sales-led GTM motion targeting high-net-worth individuals, families, and business owners through direct advisory relationships, community involvement, and Equitable network referrals. With 1-10 total employees, a single Omaha office, and multi-year contract billing, the practice is a small, mature, relationship-driven advisory shop whose growth is constrained by principal bandwidth rather than market opportunity.

Name

Signature Wealth Partners

Legal name

Signature Wealth Partners

Website

https://signaturewealthpartners.com

Company type

Private

Founded year

1991

Operating status

Operating

Headcount range

1–10 employees

Short description

Signature Wealth Partners is a private Omaha-based financial advisory practice serving individuals, families, and business owners in the Midwest with wealth management, retirement, estate, tax, and insurance planning, operating as a franchise under Equitable Advisors, LLC.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Finance and Insurance (52)

SIC

Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Broker-Dealer Affiliated Wealth Advisory (FSAEABAB)

akta.pro secondary industries

Tax-Aware Retirement & Estate Coordination (FSAEABAJ), Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI), Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

Keywords

• Wealth management services
• Retirement planning
• Estate planning strategies
• Insurance advisory
• Investment advisory

Headquarters

HQ city

Omaha

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Financial Planning and Advisory Services: Fee-based and non-fee based financial planning offered through financial professionals who are investment advisor representatives of Equitable Advisors, LLC, an SEC-registered investment advisor. Services include wealth management, retirement planning, estate planning, risk management, and investment advisory services.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

Signature Wealth Partners provides fee-based and non-fee based wealth management and financial advisory services through Equitable Advisors, LLC. The firm delivers retirement income strategies, business succession planning, estate conservation, tax-efficient investing, asset allocation, and insurance-based risk management (life, disability, long-term care, health), serving individuals, families, and business owners primarily in the Omaha, Nebraska market.

Product overview

Signature Wealth Partners is a full-service wealth management firm offering an integrated suite of financial services built around a team-based approach. The core offering centers on Wealth Management & Financial Advising complemented by specialized services including Retirement Plan Solutions, Tax Efficient Investing, Risk Management (insurance), Estate Planning Strategies, and Business Services (Employee Benefits, Executive Benefits, Group Insurance, and Business Continuation Programs). The firm also provides educational tools and resources including a Tax Glossary, Financial Calculators, and Tax Resources. Technology tools like Asset-Map and Nitrogen Risk Assessment support the advisory process. Securities and investment advisory services are offered through Equitable Advisors, LLC.

Differentiator

Problem solved

Functional benefit

Products and services

• Wealth Management & Financial Advising

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

Feature3 records

Partnerships

One partnership is on record.

• Equitable Advisors, LLCcoreChannel Partner/ Reseller/ DistributorSignature Wealth Partners operates as a financial professional practice affiliated with Equitable Advisors, LLC, an SEC-registered investment advisor and FINRA member broker-dealer. The firm offers securities through Equitable Advisors and provides investment advisory products and services through this relationship.

Scale indicators3 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• LPL Financial: Largest independent broker-dealer in the U.S., supporting a vast network of financial advisors and RIAs across wealth, retirement, and insurance. Highly comparable as a platform-of-choice for independent financial advisory practices; Signature Wealth Partners already references LPL Financial for research and market data partnerships.
• Northwestern Mutual: Insurance-rooted wealth management company with a field force of financial advisors providing life insurance, retirement, estate, and investment advisory services through a captive advisor model. Highly comparable in its heavy insurance-and-wealth integration, multi-licensed advisor approach, and relationship-based local market service delivery.
• MassMutual Financial Group: Mutual insurance and wealth management company with a captive advisor network delivering life insurance, retirement, and investment advisory services. Comparable in its insurance-integrated wealth management model, advisor-based local market presence, and comprehensive retirement/estate planning offering.
• Cambridge Investment Research: Independent broker-dealer supporting a large network of financial advisors who provide comprehensive wealth management, retirement, and insurance planning. Comparable in its independent advisor affiliation model and breadth of services for individuals, families, and business owners.
• Waddell & Reed Advisors (Macquarie Asset Management): Operated a network of financial advisors delivering wealth, retirement, and insurance services under a broker-dealer affiliated model before being acquired by Macquarie. Comparable in financial-advisor franchise structure and comprehensive household financial planning offering.
• Raymond James Financial Services: Major U.S. broker-dealer supporting a large network of independent financial advisors who deliver wealth management, retirement, and estate planning services. Directly comparable in advisor-affiliation model, comprehensive product access, and local-market financial advisory practice structure.
• Ameriprise Financial: Operates one of the largest networks of independent financial advisors in the U.S. delivering wealth management, retirement, and insurance solutions through a franchise/affiliated model. Directly comparable to Signature Wealth Partners as a broker-dealer affiliated practice providing holistic planning, insurance integration, and Equitable-equivalent platform support.
• Edward Jones: One of the largest U.S. broker-dealer affiliated wealth advisory networks with a relationship-based advisor model serving individuals, families, and business owners in local branches. Highly comparable to Signature Wealth Partners in its decentralized financial-advisor franchise structure, community-embedded service model, and comprehensive wealth/retirement/estate/insurance offering.
• Cetera Financial Group: Independent broker-dealer and RIA supporting thousands of financial professionals delivering wealth, retirement, and insurance solutions. Comparable to Signature Wealth Partners in its hybrid broker-dealer/RIA advisor model and broad financial-services offering for individuals and small businesses.

Broad incumbents

• Principal Financial Group: Large diversified financial services company offering retirement, investment, and insurance solutions through employer and individual channels. Comparable as a broad incumbent providing wealth, retirement, and insurance products to individuals and business owner clients served by Signature Wealth Partners.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Signature Wealth Partners