Signature Bank

Signature Chicago Wealth Management is the investment advisory arm of Signature Bank, a community bank serving clients primarily in Illinois and a handful of other US states. The wealth management offering is built on a three-step advisory process: assessing a client's financial situation, preparing a customized plan, and then implementing and monitoring it over time. Investment and advisory services are delivered through LPL Financial, a registered broker-dealer and investment advisor, which also supplies the market research and commentary published on the site.

The services available cover a defined set of planning disciplines:

• Investment planning oriented toward long-term goals with attention to short-term market conditions
• Financial planning across short- and long-term priorities
• Retirement planning with a focus on cash flow and tax-efficient distributions
• 401(k) plan management for business owners, including fiduciary support

Matt Ordway serves as Managing Director and is the named advisor associated with the platform. The geographic reach of the advisory service is restricted to residents of 17 US states, as disclosed in the LPL licensing language on the site.

For family offices evaluating this provider, the offering is narrow in scope. There is no mention of trust services, estate planning, alternative investments, multi-custodian reporting, or entity-level structuring. The service is best suited to business owners or individuals with relatively straightforward planning needs who value proximity to a community bank relationship. Family offices requiring consolidated reporting across custodians, private markets access, or institutional-grade investment infrastructure will find this offering insufficient for those purposes. Pricing is not publicly disclosed.

• Investment planning and portfolio strategy
• Financial planning across short- and long-term goals
• Retirement planning and distribution strategy
• 401(k) plan management and fiduciary support for business owners
• Ongoing portfolio monitoring and client communication

• Personalized financial plan development
• Client-centric three-step discovery and planning process
• Retirement cash flow and tax-efficient distribution planning
• 401(k) plan fiduciary support for employers
• Market research and commentary via LPL Financial
• Online account access portal
• FINRA-registered investment professionals

Built for Private Wealth Owners / Principals, Advisors / Wealth Advisors (RIA).

Direct advisor contact via email and phone through named Managing Director.