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 >>

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 >>

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 >>

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 >>

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 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 >>

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 >>

When it comes to financial guidance, the person you choose to assist you in reaching your financial goals is crucial. Whether you need to know if you have enough to retire, if your business is positioned well to sell in the near future, or you are… Read More >>

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 >>

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 >>

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 >>