Singer Wealth
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We counsel families about growing and preserving their wealth with an emphasis on finding investments with attractive risk adjusted returns and strategies that can mitigate the impact of taxes. "Likes" and recommendations should not be considered a positive reflection of the services or advice offered by Keith Singer and/or Singer Wealth; positive reviews of experiences with Keith Singer and/or Singer Wealth may not reflect the experience of all, or even most, clients. Visitors to this page should not post positive reviews of their experience with either as such testimonials may be prohibited under state and federal securities laws.
Is your financial advisor wearing two hats?
Many advisors are "dual-registered," meaning they can act as a broker (earning commissions on what they sell you) AND as an advisor. Understanding which capacity your financial professional is acting in, and how they're compensated, can be an important part of evaluating the relationship.
In 2018, Keith Singer stopped being a broker and committed to being a fiduciary only. Eight years later, Singer Wealth went from $100 million to $1 billion in assets.
So we're curious: Would you rather your advisor earn a commission or work strictly as a fiduciary? Let us know below. 👇
Singer Wealth Advisors LLC is a registered investment advisor firm. Assets under management as of 10/1/26. Past growth is not indicative of future results. For informational purposes only; not investment advice.
10/09/2026
Your financial life doesn’t happen in separate categories and your planning shouldn’t either.
Investments can have tax implications. Retirement-income decisions can affect a portfolio. Healthcare costs may influence long-term planning. Legacy goals can shape decisions being made today.
Looking at these areas together can provide a more complete view of your financial picture and help you understand how one decision may affect another.
At Singer Wealth Advisors, we take an integrated approach to financial planning, building strategies around each client’s goals, priorities, and individual circumstances.
Want to learn more about our approach to comprehensive financial planning? Explore Singer Wealth Advisors here: https://singerwealth.com/
For educational purposes only. This is not tax, legal, or investment advice. Consult a qualified professional regarding your individual circumstances.
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| Monday | 9am - 5pm |
| Tuesday | 9am - 5pm |
| Wednesday | 9am - 5pm |
| Thursday | 9am - 5pm |
| Friday | 9am - 5pm |
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