A complete list of active advisors currently associated with Singer Wealth Management

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

Singer Wealth Management provides investment management and financial planning to individuals, families, trusts, estates and small businesses, including retirement plans. The firm offers discretionary portfolio management and customized financial planning delivered through independent custodians and acts as a fiduciary when advising retirement accounts. The firm’s investment approach emphasizes fundamental analysis and a primarily long-term orientation, implementing diversified, low-cost mutual funds and ETFs while accommodating legacy positions as appropriate. Singer Wealth Management gathers client information through in-depth interviews to craft tailored plans, maintains discretionary trading authority, and conducts regular monitoring with periodic reviews. Operating with a small advisory team and managing roughly $119 million in discretionary assets, the firm combines a boutique advisory model with an institutional custody relationship that provides research and operational benefits. Distinctive features include an hourly-based financial planning engagement structure with an upfront payment arrangement, a requirement for a minimum account size and minimum annual advisory fee for ongoing management, exclusion of IPOs and non-traded REITs from its investable menu, and operational practices for direct fee deduction and standing letters of authorization in line with SEC guidance.

To learn more about the advisors currently working at Singer Wealth Management, 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.