Awards & Recognition
InvestmentNews 5-Star Wealth Management Teams 2026 — Team Holmes
SEIA’s Team Holmes is recognized by InvestmentNews as a 2026 5-Star Wealth Management Team.
InvestmentNews recognized SEIA’s Team Holmes as a 2026 5-Star Wealth Management Team for its client growth and retention over the preceding 12 months, along with the team’s demonstrated professionalism, leadership, and commitment to long-term client relationships.
View the Full Team ProfileAugust 2 2026
InvestmentNews’ 2026 Team Holmes profile identifies Calvin Tseng as a Financial Advisor at Signature Estate & Investment Advisors, LLC.
The team includes:
- Brian D. Holmes — Chief Executive Officer
- Chad Bates — Partner
- Jared Chase — Financial Advisor
- Calvin Tseng — Financial Advisor
- Josh Woodard — Advisor
- Carlos Sanabria — Associate Advisor
Signature Estate and Investment Advisors (SEIA) has taken a deliberate path – one built on teams, continuity, and the quiet confidence of clients who keep coming back. Clients entrust firms with their financial futures, and yet the common model is often built around a single person who may retire, move, or simply have a bad year. SEIA has spent years quietly dismantling that logic, a shift reflected in its recognition as one of InvestmentNews’ 5‑Star Wealth Management Teams 2026.
The firm’s philosophy is built around a team. Clients at SEIA are served by a coordinated group of advisors and support professionals designed to help maintain continuity in the event of a departure, however senior. “We are not built around individual advisors; we are built around teams,” says Brian Holmes. That structure provides benefits beyond stability. Clients receive multiple perspectives on their financial situations, and planning conversations go well beyond portfolio construction – touching on life transitions, decision-making under uncertainty, and the kind of long-term clarity that tends to get lost in transactional relationships.
““We are not built around individual advisors; we are built around teams””
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