A complete list of active advisors currently associated with Singer Wealth Advisors LLC

Warmer can help you find a great advisor at Singer Wealth Advisors LLC or one who fits your needs even better.

Singer Wealth Advisors is a multi-team SEC-registered advisory firm serving individual and high‑net‑worth clients as well as corporations and pension and profit‑sharing plans; it manages a range of services including ongoing portfolio management, financial planning, retirement plan consulting, annuities, private placement life insurance/variable annuities (PPLI/PPVA), pre‑IPO and private lending opportunities, and cash management strategies. The firm operates with about 20 advisors and manages roughly $782 million in client assets, and it documents client objectives and restrictions in an Investment Policy Statement for each relationship. The firm combines fundamental and tactical analysis across both long‑term and actively traded strategies and may act with discretionary authority to implement portfolio decisions, including the use of third‑party sub‑advisors and model managers. Singer Wealth also supports other advisory firms by offering advisory and sub‑advisory services and uses third‑party technology to access and manage certain held‑away retirement participant accounts, while disclosing the attendant platform fees and custody arrangements. Compared with many peers, Singer Wealth discloses multiple outside‑business affiliations — including affiliated law and tax/accounting practices and a network of insurance and Medicare‑licensed agents — and describes controls and client disclosures to mitigate related conflicts of interest. The firm also documents a compliance process for endorsements and testimonials and notes receipt of non‑cash benefits (such as educational or event sponsorships) and client appreciation events, which it discloses and manages through written policies.

To learn more about the advisors currently working at Singer Wealth Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.