Signature Estate & Investment Advisors, LLC

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.

10/08/2026

Next week, SEIA President Matt Matrisian is taking the stage at the CAIS Alternative Investment Summit alongside Shannon Larson, Avy Stein, and Brad Walker to tackle a question every growing advisory firm is thinking about: What actually drives sustainable growth?

The conversation will explore the different levers firms can pull to grow, from winning new clients and deepening existing relationships to strategic M&A, succession planning, and the role technology and AI can play in helping firms scale.

Attending CAIS? Join the conversation on October 12!

10/07/2026

Protecting your financial life goes beyond the decisions inside a portfolio.

It also means protecting the information, accounts, and access behind it.

Strong passwords. Multi-factor authentication. Account alerts. Up-to-date devices.

Cybersecurity Awareness Month is a reminder that strong financial habits should include strong digital habits, too.

Because protecting what you’ve built also means protecting how you access it.

10/02/2026

Financial planning shouldn’t start with products.

It starts with the life you’re building. The people you care for. The responsibilities you carry.

Thoughtful planning isn’t static. It evolves as you do. Your goals. Your family. Your taxes. Your transitions. Your legacy.

That’s where our work begins.

Explore our approach to comprehensive financial planning:
https://seia.com/services

Explore SEIA’s integrated wealth management services, including investment management, financial planning, tax, estate, risk and family office support.

10/01/2026

Thank you, Leo Almazora, for taking a closer look at the SEIA Brain, our proprietary AI framework, in InvestmentNews.

One example of what we’re building toward: giving employees across the firm a faster way to access the information and institutional knowledge they need. A team member could ask SEIA Brain whether an outside business activity requires compliance approval and receive an answer based on firm policies and information.

It’s one example of the broader opportunity we see for AI to support teams across SEIA and create greater efficiency across the firm.

Read the full story: https://www.investmentnews.com/fintech/fintech-bytes-northwestern-mutual-picks-jump-for-enterprise-ai/268362

Plus, SEIA builds a governed data foundation for its in-house AI and Snappy Kraken debuts a read-only marketing coworker for advisors.

09/28/2026

Could better days be ahead for bonds?

After years of historically low interest rates and a challenging period for fixed income, higher starting yields have changed the outlook for bond investors.

In the latest Beyond the Bell, SEIA’s Investment Strategy team explores what has changed, why bonds continue to play an important role in diversified portfolios, and what investors may expect going forward.

Read the latest edition: https://bit.ly/BTB926

09/25/2026

Nearly 30 years ago, four partners founded SEIA. Today, all four are still here.

Brian Holmes, Gary Liska, Mark Copeland, and Paul Taghibagi helped build a firm that has grown to 33 offices nationwide and more than $36 billion in assets under management.
That continuity still shapes SEIA today.

In 2026, SEIA rose to No. 18 on Barron's Top 100 RIA Firms list, was named to the Inc. 5000, and earned three finalist honors in the Think Advisor Luminaries Awards for our Signature Planning Process.

We’re proud of how far SEIA has come and even more excited about what’s ahead.

Read the full announcement:
https://www.prnewswire.com/news-releases/seia-rises-to-no-18-on-barrons-top-100-ria-firms-ranking-earns-additional-national-honors-as-firm-approaches-30-years-302888660.html?tc=eml_cleartime

/PRNewswire/ -- Signature Estate & Investment Advisors (SEIA), a nationally recognized wealth management firm, today announced a series of industry...

09/23/2026

For physicians, time off isn’t always time away.

In his latest SEIA Insight, Jonathan DH Arntz, Associate Advisor, explores an important question physicians should consider when evaluating their benefits: Does your PTO actually allow you to disconnect?

From patient coverage to administrative responsibilities, Jonathan looks at why the systems behind a PTO policy can matter just as much as the number of days offered.

Read the full article:
https://seia.com/insights/physician-burnout-and-the-pto-question-every-physician-should-ask

For physicians, paid time off only works when the right systems are in place to make disconnecting possible. Learn what to ask about PTO coverage.

09/22/2026

Introducing SEIA Brain. Technology designed to support the people behind the advice.

Developed on a centralized data foundation in partnership with Invent, SEIA Brain is our proprietary AI framework designed to help teams access information more efficiently, uncover insights, and streamline everyday workflows.

By connecting information across the firm, we’re creating new opportunities for our advisors and employees to work more efficiently and spend more time focused on what matters most: the people we serve.

Because technology should strengthen the relationships at the heart of wealth management, not replace them.

Thank you to the Invent team for their partnership in bringing this vision to life.

Read the full announcement:
https://www.prnewswire.com/news-releases/invent-and-seia-partner-to-build-the-data-foundation-powering-seia-brain-and-advancing-the-firms-ai-strategy-302882860.html

/PRNewswire/ -- Signature Estate & Investment Advisors (SEIA), a national wealth management firm managing more than $36 billion in assets, and Invent, a data...