Singer Wealth Management is a private, progressive, and woman-owned wealth management firm offering a tailored financial experience with a unique perspective: our firm is dedicated to empowering women and members of diverse communities who have historically been neglected and marginalized by the financial industry.
As a financial partner and guide, we help our clients:
Build their financial literacy so they can make their own financial decisions
Design a financial plan that prioritizes their amazing and unique goals
Launch and protect their financial vision so they can bring their dreams to life
In other words, we’re all about financial freedom and growing your wealth with clarity and confidence—in a way that reflects your values, aligns with your lifestyle, and nourishes your aspirations.
Information + Inspiration = Empowerment
When Alicia Singer, CDFA, ChFC, founded Singer Wealth Management, she had a singular vision: to offer a financial experience that supports women and members of diverse communities with honesty, transparency, information, and strategic guidance. In other words, she wanted to do things differently.
Most financial models fail to consider what makes us different — everything from our distinctive life cycles and earning potential to our life expectancy and financial values. This can leave us feeling overwhelmed, confused, and unsupported around our finances. It can also leave us feeling especially vulnerable during unexpected life moments such as career change, divorce, and inheritance.
Not anymore.
With SWM by your side, we’ll harness the power of investment strategies that work for you: your goals, your values, your life.
Come meet with us virtually or face-to-face at our beautiful offices in Seattle, WA and soon to be Portland, OR.
Company Details
- Employees
- 3
- Founded
- -
- Address
- 1406 Harvard Ave, Seattle,washington 98122,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- singerwealthmanagement.com
- Keywords
- Seattle.
- HQ
- Seattle, Washington
Singer Wealth Management, Llc Questions
Singer Wealth Management, Llc's website is singerwealthmanagement.com
Singer Wealth Management, Llc's LinkedIn profile is https://www.linkedin.com/company/singer-wealth-management-llc
Singer Wealth Management, Llc has
3 employees.
View email and phone details for 3
employees at Singer Wealth Management, Llc.
Singer Wealth Management, Llc's industry is
Financial Services
Singer Wealth Management, Llc's top competitors are
Blue Wolfe Financial,
Singer Wealth,
Propiinn,
Creative Money,
Impact Financial Planners,
Romar Wealth Management,
First Fridays,
Zatv,
One Day Advice,
Ignite Financial Planning, Llc.
Singer Wealth Management, Llc's categories are Financial Services
Singer Wealth Management, Llc's founding year is 2018
