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 LLC is an SEC‑registered investment adviser that serves individuals (including high‑net‑worth clients), corporations, and pension and profit‑sharing plans, and it also provides advisory and sub‑advisory services to other registered investment advisers. Its service set includes comprehensive financial planning, discretionary and non‑discretionary portfolio management, retirement‑plan and ERISA fiduciary consulting, and access to a range of alternatives such as private placements, private placement life insurance/variable annuities (PPLI/PPVA), and pre‑IPO opportunities. The firm documents client objectives in individualized Investment Policy Statements and combines fundamental analysis with tactical strategies to construct model portfolios and directly managed accounts across equities, fixed income, ETFs, structured products, annuities, and private lending. It uses third‑party model managers and an order‑management platform to implement and monitor held‑away retirement participant accounts, and it may exercise discretionary trading authority where the client has granted it. Several features distinguish Singer Wealth from many peer team firms: it acts as a model provider and advisor to other RIAs, maintains affiliations with separate legal, tax/accounting, and insurance businesses (with related disclosures and consent procedures), and discloses the use of testimonials and third‑party ratings in its marketing. The firm operates six offices and periodically offers participant education, group enrollment meetings, and client seminars or events—services and market practices that are less common among comparable team advisers.
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.
You can also browse Singer Wealth Advisors LLC's office locations.
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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