Singer Wealth Management, LLC Company Profile, Contacts & Intelligence

Singer Wealth Management, LLC Overview

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.

Headquarters

Seattle, Washington, United States

Website

singerwealthmanagement.com

Industry

Financial Services

Founded

2018

NAICS

Finance and Insurance, Monetary Authorities-Central Bank

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Singer Wealth Management, LLC Workforce Composition

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