Signature Estate & Investment Advisors, LLC

11/03/2026

Tax planning is an ongoing conversation that extends well beyond year-end.

Tomorrow, SEIA President Matt Matrisian opens the SEIA Tax Summit in Los Angeles, bringing our advisors together for two days of learning and collaboration.

Sessions will explore year-end planning opportunities and practical ways to integrate tax considerations into each client’s broader financial plan.

10/28/2026

Every advisory firm eventually faces the same question: who will carry the business forward when its founders step back?

At IMPACT 2026, SEIA President Matt Matrisian took that question head-on. His message was simple and demanding: a seat is not a path. Hiring an advisor fills a chair. Developing one builds the future of the firm.

Matt shared what SEIA has learned from growing advisors from within. A growth culture is set from the top. Every advisor needs a visible path forward. And the firms willing to invest in development before it pays back are the ones that earn their next generation of leaders. The message resonated, and the conversations that followed showed how many firm owners are ready to build that path.

Thank you to everyone who joined us, and to Charles Schwab for the stage.

How is your firm building the path for its next generation of advisors?

10/28/2026

AI is creating new opportunities for wealth management firms, but how do we measure its impact?

Last week, SEIA's Advait Kulkarni joined Philip de Kozan of Osaic and Kevin Korhorn of Korhorn Financial Group for the “I Want My ROI” panel at Financial Planning's ADVISE AI conference, moderated by Toby Wade of DeepVest.

As AI adoption continues to grow, the real measure of success isn't simply whether firms are using the technology, but whether it's making a meaningful difference in how people work. That means improving access to information, simplifying everyday tasks and giving advisors more time to focus on clients.

10/27/2026

IMPACT 2026 kicks off today in Boston!

Our SEIA team is looking forward to connecting with advisors and peers from across the industry over the next three days, October 27 to 29, and discussing how independent firms can continue to grow while staying true to what made them successful.

Attending from SEIA:

Matt Matrisian, President
Matt Floit, Chief Growth Officer
Cameron Stagg, Director of M&A Analysis & Valuation

If you're attending IMPACT this week, we'd welcome the chance to connect.

10/23/2026

Today, we’re recognizing Kyle Smith, CFP®, and his promotion to Partner earlier this year.

Kyle has spent nearly two decades building relationships with clients and understanding the circumstances behind their financial decisions. Those relationships are central to his work. He takes the time to understand each client’s concerns and focuses on finding solutions that fit their lives.

Kyle, congratulations on this milestone. We’re proud of the work you’ve put in and glad to celebrate this next step with you.

10/22/2026

Retirement doesn’t always happen all at once.

In a new Financial Planning article, SEIA Senior Financial Advisor Canon Price shares why more people are easing out of full-time work rather than stopping completely.

For some, continuing to work part-time can create more flexibility around income and Social Security timing. For others, it’s about maintaining a sense of routine, purpose, and connection during a major life transition.

Thank you to Zoe Sagalow for including Canon’s perspective.
Read the full article:

https://www.financial-planning.com/news/why-clients-are-choosing-phased-retirement-and-what-advisors-should-know

More clients are engaging in phased retirements including some type of work. These plans have implications for both the financial and psychological parts of advising.

10/21/2026

Recruiting advisors is one thing. Building a firm where they can keep growing for decades is another.

At IMPACT® 2026, SEIA President Matt Matrisian will share how SEIA approaches advisor development through a structured apprenticeship model that pairs emerging advisors with senior partners and gives them real client opportunities, a pipeline for growth and dedicated support from day one.

Matt will break down how firms can build a clearer path for advisor development while investing in the infrastructure that supports long-term retention and organic growth.

Session: Building a firm advisors never want to leave by investing in their growth
When: Wednesday, October 28, 3:00–4:00 p.m. ET
Where: Grand Ballroom West, Ballroom Level

We hope to see you there!

10/19/2026

Organic growth isn't just about bringing in new clients. It's also about recognizing opportunities within existing relationships.

As AI becomes more integrated into wealth management, advisors have new ways to better understand their clients' needs, uncover opportunities and deliver more personalized advice. The real value of technology is how it helps advisors turn those insights into meaningful conversations and stronger client relationships.

Read more from SEIA President Matt Matrisian in Citywire's latest article by Faye Kilburn: https://citywire.com/ria/news/how-ai-is-driving-organic-growth-for-these-rias/a2499951

Leaders from AE Wealth, SEIA and &Partners say strategic investments in AI are boosting advisor productivity and helping turn leads into clients.

10/16/2026

Today, we’re highlighting Michael Macauley, MBA, CFA®, CFP®, and celebrating his promotion to Partner earlier this year.

Michael brings more than 20 years of investment management experience, with a career spanning work with individuals and families, family office investors, and institutional pension plans. That breadth of experience informs his approach to wealth management, from investment decisions to retirement, estate, and insurance planning.

Congratulations, Michael! We’re proud to celebrate this milestone with you.

10/13/2026

Today, we’re celebrating Eugene Lev's promotion to Partner earlier this year.

With more than 18 years of experience, Eugene brings a thoughtful, personal approach to financial planning. He takes the time to understand each client’s goals and priorities, then builds investment strategies around what matters to them.

As a member of SEIA’s Investment Committee, he also contributes to the investment thinking that supports our work across the firm.

Congratulations, Eugene! We’re proud to celebrate this milestone with you.