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 is a small, state-registered investment adviser that provides discretionary investment management and financial planning to individuals, families, trusts, estates and small-business retirement plans. The firm offers ongoing portfolio oversight through custodial brokerage accounts and also provides standalone financial planning engagements where implementation is at the client’s discretion. The firm’s investment approach emphasizes fundamental analysis and a primarily long-term investment strategy, implemented largely with low-cost, diversified mutual funds and exchange-traded funds and adjusted to clients’ goals and risk tolerance. Singer Wealth Management serves as a fiduciary for retirement accounts, monitors portfolios regularly, and allows clients to place reasonable restrictions on investment holdings. What distinguishes the firm from many peers is its in-house divorce financial expertise (a CDFA® designation among advisory personnel) combined with advanced financial-planning credentials (ChFC®), which the brochure highlights as part of its planning capabilities. The firm operates on a fee-only basis (no commissions or 12b-1 funds), does not recommend IPOs or non-traded REITs, and maintains an institutional custody relationship that provides access to certain institutional services and execution support.
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.
Name |
Location |
Years of experience |
|---|---|---|
Seattle, WA
| 20
| |
Seattle, WA
| 11
|
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