SWM Has an Intern

August 12, 2021

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 >>

Celebrating all Dads

June 20, 2021

Dad’s Have Great Advice On regular occasions when I find myself needing money and life advice, I naturally go back to my father. He always answers my questions, weighs in on business ideas and is a great sounding board when I’m looking for feedback on questions… Read More >>

Invest in Moms!

May 9, 2021

Celebrating Moms For the past 100 years, we have been celebrating moms with flowers and brunch, but it’s time we begin celebrating mom with cold hard cash. The pandemic has highlighted mom’s role as an occupation without compensation. It is time to start compensating our moms for their… Read More >>

Knowledge is Money

April 21, 2021

Financial literacy may be the quickest way to prosperity Financial literacy is the knowledge and skill used to solve financial problems, and to attain this knowledge requires time, diligence and quality educational resources. Comprehending core concepts such as cashflow management, tax strategy, home ownership, debt management,… Read More >>

Celebrating Makena!

April 1, 2021

Hello everyone! My name is Makena Yee and I’m currently a full time student at the University of Washington Seattle campus, and in my free time I own my own social media management and content creation business while also running a Seattle food blog (Instagram: @seattle.grub)… Read More >>

It’s Time to Take the Reins!

August 27, 2020

It’s time to take the reins of your estate plan and secure your personal representative. We can think of our estate plan as an extension of our larger life. Whether you’re planning to pass your assets to a beneficiary or your favorite charity, having an estate… Read More >>

LGBTQ Road to Financial Freedom

June 17, 2020

All of us have the same core needs, but not all needs are met the same way.  The cultural limits placed on women and LGBTQ populations, directly impact the ability to reach personal financial goals. Some of the issues that we need to be mindful of… Read More >>

What Women Investors Can Learn from Endurance Training

March 16, 2019

Running a marathon is the ultimate endurance test. In honor or Women’s History Month, let’s take a moment to celebrate the first woman to challenge the belief that women are too fragile for long-distance running. In 1967, Kathrine “Kathy” Switzer made history when she became the… Read More >>

Do you want your retirement plan to flourish?

March 16, 2019

With spring right around the corner, it’s time for fresh starts and new beginnings. One of the most important things you can do this spring is take a look at your retirement plan and make sure it doesn’t wither on the vine. By taking a few… Read More >>

The key to successful wealth management relationships

March 16, 2019

I founded SWM as a woman-owned business in order to improve my clients’ lives in a setting that reflects their values and supports their unique money stories. This means that SWM is all about successful wealth management relationships. As an independent, boutique wealth management firm focused… Read More >>

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