Skip to main content

Skip navigation

Who We Serve
Services
Insights
About Us
For Advisors

Find An Advisor
Client Login
Start A Conversation

Signature Affluent
Signature High Net Worth
Signature Private Client
Signature Private Wealth
Who We Serve
All Services
See All Services
Insights
Four decades of doing this the right way and the people who make it possible.
For Advisors
Find An Advisor
All Locations
Client Login

Start A Conversation

© 2026 Signature Estate &
Investment Advisors LLC^®

Skip Who We Serve submenu

Signature Affluent

Retirement Readiness
Wealth Accumulation Strategy
Tax Planning
Financial Consolidation
Life Transition Planning
A Plan Worth Having

Signature High Net Worth

Tax Efficiency
Investment Portfolio Clarity
Retirement Income Architecture
Estate Plan Alignment
Advisor Coordination
Wealth Preservation & Risk

Signature Private Client

Liquidity Event Navigation
Legacy & Wealth Transfer
Institutional-Grade Investing
Advanced Tax Strategy
Longevity Planning
Integrated Advisory

Signature Private Wealth

Family Office Capabilities
Generational Wealth Transfer
Multi-Entity Coordination
Strategic Philanthropy
Advisor Caliber
Wealth Preservation & Risk

Skip Services submenu

All Services

Investment Management
Comprehensive Financial Planning
Alternative Investments
Risk Management
SEIA Tax Services
Estate & Trust Planning

Business Advisory Services
Wealth Counselling
Family Office Services
See All Services

Skip About Us submenu

About Us

Four decades of doing this the right way and the people who make it possible.

Meet SEIA
News & Press
Giving Back
Careers
Contact us

Skip Find An Advisor submenu

Find An Advisor

Aliso Viejo, CA
Annapolis, MD
Austin, TX
Beaverton, OR
Bethlehem, PA
Bluffton, SC

Boston, MA
Brentwood, TN
Century City (HQ), CA
Chagrin Falls, OH
Chapel Hill, NC
Chicago, IL

Cleveland, OH
Denver, CO
Fort Lauderdale / Miami, FL
All Locations

Karen
Tongol

Client Service Associate

Contact

P. (310) 712-2323

Location

Century City (HQ)

Contact

P. (310) 712-2323

Location

Century City (HQ)

SEIA’s Q3 Investment Roundtable Webinar August 20, 2026 | 1-2 PM PDT SEIA’s Q3 Investment Roundtable Webinar August 20, 2026 | 1-2 PM PDT

Register Today

ready to work with us?

Let’s start a conversation about your financial life.

Locations

Aliso Viejo
Annapolis
Austin
Beaverton
Bethlehem
Bluffton
Boston
Brentwood
Century City (HQ)
Chagrin Falls
Chapel Hill
Chicago
Cleveland
Denver
Fort Lauderdale / Miami
Harper Woods

Houston
Minnetonka
New York
Newport Beach
Pasadena
Phoenix
Pittsburgh
Princeton
Redondo Beach
Salt Lake City
San Antonio
San Mateo
Tampa
Tucson
Tysons
Westlake

Explore

Who We Serve
Services
Insights
About Us
For Advisors

Find an Advisor
Giving Back
News & Press
Contact Us

Signature Estate & Investment Advisors

SEIA DISCLOSURE Signature Estate & Investment Advisors, LLC (SEIA) is an SEC-registered investment adviser; however, such registration does not imply a certain level of skill or training and no inference to the contrary should be made. Securities offered through Signature Estate Securities, LLC member FINRA/SIPC. Investment advisory services offered through SEIA, 2121 Avenue of the Stars, Suite 1600, Los Angeles, CA 90067, (310) 712‑2323. SEIA does not accept time sensitive, action-oriented messages or transaction orders, including orders to purchase or sell securities, via electronic mail. For detailed information about our services and fees, please read our Form ADV Part 2A (“Firm Brochure”), a copy of which can be obtained by calling us at (800) 723‑5115 or by visiting https://adviserinfo.sec.gov or our website at https://www.seia.com. Please refer to the “Disclosure Information” and the “ADV Part 2a/Brochure” links below for additional important disclosures.

A Registered Investment Advisory Firm

Investment advisor communication is strictly intended for individuals residing in the jurisdictions of AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY. No offers may be made or accepted from any resident outside the specific jurisdictions referenced. Securities communication is strictly intended for individuals residing in the states of AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY.

ADV Part 2a/Brochure
BCP Summary
CA Privacy Rights
Customer Privacy Notice
Disclosure Information
Form CRS
Privacy Policy
Terms of Use

© 2026 Signature Estate & Investment Advisors LLC^®