Signature Wealth Concepts is proud of our community involvement and charitable giving. Check out some of our local community outreach activities!

 

Signature Wealth Concepts spent the afternoon at United Food Bank! We volunteered to assemble emergency food bags for Arizona families facing hunger. In preparation of schools being out for the summer, many families are challenged to provide extra meals for their children at home. The United Food Bank is stepping up to help provide over one million meals to kids and families in need. We're proud to contribute and give back, knowing that our efforts will help ease the burden for families this summer. 

 

 

 

 

 

 

 

 

 

 


 


 

 


 

We are thrilled to announce that Phil Kim, Founding Member, Managing Director of Signature Wealth Concepts, has been named the winner of the 2024 Think Advisor Luminaries Executive of the Year Award. This prestigious award celebrates exceptional leadership, innovative achievements, and significant community contributions. Congratulations to Phil Kim!


Signature Wealth Concepts is thrilled to support music and the arts, allowing your finances to take center stage! As a finance firm, we know how to set the stage for your financial success. Whether you're in the opening act of your career or preparing for the grand finale of retirement, we ensure your finances are the star performer with show-stopping wealth management and financial guidance. Your finances deserve a standing ovation!
Recently, we attended the 10th Annual Plated & Staged Event at the Herberger Theater Center, benefiting the theater’s youth education and community outreach programs. The evening began with cocktails and entertainment, followed by a dinner at a surprise local restaurant, featuring a specially prepared multi-course meal.
Our celebration at the theater unfolded with a delightful surprise! Over 20 restaurants participated, and at the event's conclusion, each sponsor was informed about the restaurant their group would visit for a special dinner. A heartfelt thank you to The Ends in Scottsdale for hosting Signature Wealth Concepts and supporting the annual Plated & Staged event!

Members of the Signature Wealth Concepts proudly participated in the Peace of Mind 5K race to raise awareness for vital programs supporting individuals in overcoming everyday mental health challenges. We are honored to participate to support the "Speak Your Mind" nonprofit, whose mission is to create uplifting spaces in nature, fostering connection and empowerment within our community. Together, we're making strides for mental health! 

Phil Kim attended the Equitable annual National Leaders Forum in San Diego. Aside from reconnecting with great friends from around the country, I had the privilege of speaking in front of a roomful of financial professionals on the topic of "optimizing & thriving while running a wealth management firm". What a terrific week, full of content and idea-sharing!

 


We had an amazing time volunteering with the Arizona Diaper Bank in Tucson. Our team came together to create care packages filled with diapers, ensuring they reach those who need them most. We're grateful to be part of such a positive impact on Arizona's most vulnerable communities. Thanks to the Arizona Diaper Bank for all the incredible work to make essential supplies like diapers, period products, and incontinence items accessible to everyone in need. 

 

 


Our team volunteered at United Food Bank to organize food donations for Arizona families facing hunger. We're proud to contribute and give back, knowing that our efforts will help ease the burden for families this summer. 

 

 

 

 


Signature Wealth Concepts held its quarterly planning meeting at TGen (Translational Genomics Research Institute) in downtown Phoenix — a truly inspiring day!
TGen, part of City of Hope, is an Arizona-based nonprofit medical research institute dedicated to unlocking the genetic mysteries behind cancer, neurological disorders, infectious diseases, and rare childhood conditions. Their work is transforming medicine into something more rational, precise, and deeply personal.
We were fortunate to tour the facility and engage directly with TGen scientists, gaining insight into how their groundbreaking research is shaping the future of healthcare. This visit was especially meaningful as we continue to explore the intersection of longevity and financial planning — because living longer, healthier lives means planning smarter for the future.

The Phoenix Business Journal hosted the 9th Annual Corporate Philanthropy Awards, spotlighting the outstanding contributions of local leaders and companies making a difference in our community. We’re proud to share that Phil Kim was honored as one of three finalists for the Philanthropic CEO of the Year Award— a recognition of his commitment to giving back to the community. 


Members of Signature Wealth Concepts are committed to giving back to the various charities and community organizations listed here, however, in no way does this constitute an endorsement or solicitation. Equitable Advisors and its affiliates are not affiliated with, nor do they endorse any of these organizations.