Empowered Finance
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Empowered Women
We help you celebrate today while protecting tomorrow
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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For too long, the culture of wealth management firms has been chained to outdated ideas about women and wealth.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.
Shape your financial future, starting now.
Estate Planning in 2022: Big Changes Ahead & What You Can Do About Them
Whether you have an established estate plan or are in the process of assembling one, big changes are ahead – and those changes are a mixed bag. On the one hand, the estate tax exemption has been bumped up to $12.06 million for 2022. On the… Read More >>
Moneypenny Minute: Your Finance Moment.
Think of an estate plan as a roadmap that will guide the process of passing along your wealth after you pass away. This roadmap includes: A will, which outlines who will receive your assets, who will care for your children (if you have any), and who… Read More >>
SWM Has an Intern
Meet Our Intern! Hello everyone! My name is Sophia Singer, and I am currently taking part in an internship at Singer Wealth Management to gain real-world experience in the finance industry and broaden my financial understanding of financial planning and investing. I am currently a third-year… Read More >>
Financial Independence for the Family PR
Who is Your Family PR? If you’ve been tapped as the Personal Representative for your parents or grandparents, you should know that it comes with certain legal obligations. Below are some tips for the PR of an estate and an estate management checklist for you to consider. PR, Know Who… Read More >>