About Singer Wealth Advisors LLC
Singer Wealth Advisors LLC is an SEC-registered investment advisor firm with offices across Florida, including Boca Raton (headquarters), West Palm Beach, Plantation, Wesley Chapel, Aventura, and Tampa, and an additional office in Rochelle Park, New Jersey. The firm, led by Keith Singer, specializes in innovative financial strategies to help individuals achieve their retirement dreams and financial goals. They offer comprehensive financial services including low-cost equity models, index and blue-chip notes, private real estate, private credit funds, private equity, principal protected insurance, and bond models. With over $424 million in assets under management, Singer Wealth Advisors guides clients through a three-step "Vision Quest Process" focused on dreaming, strategizing, and living their ideal financial future. The team comprises professionals with certifications like CFP®, JD, LLM, MBA, and CFA, providing expert advice and personalized plans for clients across 10 states. Their commitment to client education is evident through radio shows, TV appearances, and complimentary consultations, offering insights into risk tolerance and retirement readiness.
Website: https://singerwealth.com/
Founded: 2021
Office Locations
- Aventura, FL
- Boca Raton, FL (Headquarters)
- West Palm Beach, FL
- Plantation, FL
- Wesley Chapel, FL
- Tampa, FL
- Rochelle Park, NJ
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $424.6M
Team Members
- Keith Singer, Manager/President, JD, CFP®