Empowered Finance
−For−
Empowered People
We help you celebrate today while protecting tomorrow
Get started >
It’s time.
Singer Wealth Management harnesses the power of investment strategies that work for you.
Your goals. Your values. Your life.
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For too long, the culture of wealth management firms has been chained to outdated ideas about women and wealth.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. As your financial partner, we’ll be there to support and guide through whatever life throws your way.
At Singer Wealth Management, we invest in women.
Accuracy
When it comes to you and your money, you need the right information.
Transparency
Clarity around costs and investment performance bring peace of mind.
Integrity
Trust, sincerity, and truth are the foundations of our financial advocacy.
Inclusivity
We welcome and respect all whose interests have been historically underrepresented in the financial industry.
Financial freedom and with a strong foundation.
From the Roman goddess Libertas to the Statue of Liberty in New York Harbor, western tradition has a long history of depicting Liberty as a woman. But in the financial industry today, many women feel anything but free. Stifled by a male-dominated financial culture far behind the curve in terms of recognizing and valuing the earning potential of today’s professional women, many female investors feel confused and unsupported in their financial lives. Reclaim the legacy of Lady Liberty and declare your financial freedom.
- Secure
- Confident
- Empowered
We provide accurate information, transparent practices, and supportive guidance so that you can be your own Wonder Woman.
“The journey changes you; it should change you. It leaves marks on your memory, on your consciousness, on your heart, and on your body. You take something with you. Hopefully, you leave something good behind.” – Anthony Bourdain
Shape your financial future, starting now.
Gifts For a Better Tomorrow: Values, Confidence, Guidance
As the year comes to a close, many of us pause to reflect on this season of generosity and look to the year ahead. This is a perfect time to explore the gifts that will bring you lasting value: a future grounded in your values, financial… Read More >>
Money Penny Minute: Your Finance Moment
Welcome Kara Branson, CRPC® to our team! Kara Branson joins Singer Wealth Management as a Virtual Client Associate, bringing over 24 years of experience in the financial services industry. She has a strong background in working closely with individuals and families and is deeply passionate about… Read More >>
Reflecting on Gratitude for Your Financial Plan
As we enter “the season of gratitude,” we pause to recognize the deeper gifts a financial plan can provide. Beyond numbers, a financial plan can provide clarity, confidence, peace of mind, and joy—all important components of an enriching life. Let’s explore each of these gifts and… Read More >>
Moneypenny Minute: Your Finance Moment
October is Cybersecurity Awareness Month, and it is a reminder to all of us to be vigilant when it comes to protecting our personal and biometric information. This is especially important for our retired friends and family. At SWM, we have been following the updates from… Read More >>