Singer Wealth Jobs

Singer Wealth Advisors LLC is a financial advisory firm based in Boca Raton, Florida, specializing in comprehensive wealth management services tailored to meet the unique needs of individuals and families.

Established in 2001, the firm has grown to manage approximately $571 million in assets across 1,733 clients, with a dedicated team of 16 financial advisors.

Services Offered

Singer Wealth Advisors provides a range of services designed to help clients achieve their financial goals, including:

• Financial Planning Services: Developing personalized financial plans addressing retirement, estate planning, and other objectives.
• Portfolio Management: Crafting investment portfolios for individuals and small businesses, focusing on tax efficiency and long-term growth.
• Pension Consulting: Offering guidance on pension plans to align with retirement goals.
• Advisor Selection: Assisting clients in selecting other financial advisors.
• Educational Seminars and Workshops: Providing seminars to educate clients on financial topics.

Clientele and Fee Structure

The firm caters to a diverse clientele, including retail investors, high-net-worth individuals, pension plans, and corporations.

Its flexible fee structure encompasses asset-based fees, hourly charges, fixed fees, commissions, and fees for selecting other advisors.

Leadership Team

Under the leadership of President Keith Singer, JD, CFP®, the firm emphasizes a client-centric approach.

Keith Singer, a cum laude graduate of the University of Miami School of Law, has been advising clients since 1996. He focuses on tax-efficient wealth growth and distribution and is an active member of the Florida Bar Association, drafting wills, trusts, and estate-planning documents for clients.

Locations

The firm's principal office is located at 1515 S. Federal Highway, Suite 302, Boca Raton, Florida, 33432.

Additionally, Singer Wealth Advisors has offices in:

• Boca Raton, FL, USA
• Aventura, Florida
• Wesley Chapel, Florida
• West Palm Beach, Florida
• Passaic, New Jersey