With honest, transparent, and informed guidance, we provide a tailored financial experience that supports your evolving lifestyle and nourishes your aspirations. For too long, the culture of wealth management firms has been chained to outdated ideas about women and wealth.
Financial models often fail to consider what makes women different - everything from their distinctive life cycles and earning potential to their life expectancy and financial values.We help women grow and protect their wealth for the long term. Unexpected life moments such as divorce, career change, loss, and inheritance can feel overwhelming and confusing.
Financial models often fail to consider what makes women different - everything from their distinctive life cycles and earning potential to their life expectancy and financial values.We help women grow and protect their wealth for the long term. Unexpected life moments such as divorce, career change, loss, and inheritance can feel overwhelming and confusing.
Services
Recent research suggests that women in the United States may soon hold the majority of household wealth. Yet women have complex financial needs and goals that are often sidelined in financial conversations. Our progressive and relatable approach to wealth management is all about providing accurate and clear information for a richer experience around financial independence.
Having control over your finances is important. At Singer Wealth Management, we offer our knowledge and experience to provide financial advice that is tailored to your lifestyle and that helps you work toward your financial independence. To learn more about Singer Wealth Management, schedule a complimentary meeting to see if our style aligns with you and your financial needs.
As your financial partner, SWM will support and protect you through a career change, a divorce, a house purchase, sending your kids to college, or whatever else life has in store. We guide our clients through a straightforward process that is transparent, jargon-free, and ensures that your long-term investment strategy aligns with your values and financial goals.
Your personalized financial plan isn't just your first step to financial independence, it's a guide. Understanding your current and projected financial situation, Singer Wealth Management works with you to craft a comprehensive financial plan that accounts for and can adjust to the unexpected events that life throws your way.
Reviews
Be the first to review Singer Wealth Management.
Write a Review
