West Palm Beach, FL Office

Sinopoli & Sinopoli Financial Services, LLC provides investment management, financial planning, consulting, and employee retirement-plan advisory services to individuals (including high‑net‑worth clients), trusts, charitable organizations, businesses, and participant‑directed retirement plans. The firm operates as a four‑person team and manages client portfolios on both discretionary and non‑discretionary bases under written investment policy statements.

The firm’s investment approach is rooted in Modern Portfolio Theory, favoring broadly diversified, passive asset‑class exposure implemented principally through no‑load mutual funds, ETFs, and high‑quality fixed income, with Monte Carlo analysis used to inform asset allocation and rebalancing. S&SFS makes use of model portfolios and delegates discretionary portfolio management and back‑office execution to Focus Partners Advisor Solutions (FPAS), and it will occasionally retain individual securities for tax reasons or utilize less‑liquid vehicles (such as interval funds) when aligned with a client’s objectives.

What is distinctive about S&SFS compared with many peers is its formal affiliation with an accounting firm, Sinopoli & Sinopoli, Certified Public Accountants, P.C.; certain individuals are partners in the accounting practice, which also acts as a third‑party administrator for some retirement plans. The brochure discloses these cross‑relationships and the firm’s procedures to manage related conflicts of interest, a feature that is relatively uncommon among similarly sized advisory teams.