Business Details
30 Years
experience
Your Trusted Partner for Comprehensive Financial Planning Solutions
At Singer Wealth Advisors, we specialize in crafting innovative financial strategies designed to help individuals and families achieve their ideal retirement. Our team of qualified professionals combines deep expertise in wealth management, estate planning, and investment advisory services to deliver personalized solutions. With over two decades of experience, we prioritize understanding each client's unique goals, offering fiduciary guidance that aligns with their vision. Our integrated approach leverages legal expertise through Keith Singer's dual background as an attorney and Certified Financial Planner, ensuring comprehensive tax-efficient strategies.We emphasize transparency, client education, and community involvement, having supported local philanthropies like JAFCO for over a decade. Our commitment to excellence is demonstrated through tailored retirement planning processes that address risk management, asset protection, and legacy planning.
Services
Retirement Income Strategies
Wealth Management
Annuities
Investments
IRA/401(k) Rollovers
Asset Protection
Life Insurance
Tax-Efficient Strategies
Long-Term Care Planning
Estate Planning
Details
- Year established: 1996
Highlights and features
- We offer 25+ years of retirement planning expertise with CFP and legal professionals
- Our integrated approach combines wealth management with estate planning services
- We provide fiduciary investment advisory services under strict ethical standards
- Our team includes specialists with advanced tax and insurance certifications
- We maintain long-term client relationships through transparent communication
Associations and certifications
- SEC
Services
Retirement Income Strategies
Our retirement income strategies create sustainable cash flow through diversified investments, tax-efficient withdrawals, and risk management techniques. We coordinate Social Security optimization, pension planning, and annuity solutions to ensure financial security throughout retirement years while maintaining flexibility for changing circumstances.
Wealth Management
Comprehensive wealth management services include portfolio construction, asset allocation, and performance monitoring tailored to individual risk tolerance and financial goals. Our approach integrates tax-efficient investment strategies, private equity opportunities, and alternative asset classes to optimize long-term growth potential while preserving capital.
Estate Planning
Our estate planning services combine legal expertise with financial strategy to ensure efficient wealth transfer. We coordinate wills, trusts, and advanced directives with tax minimization techniques, including charitable giving strategies and intergenerational wealth planning, while maintaining compliance with evolving regulations.
Investment Advisory
As SEC-registered investment advisors, we offer fiduciary portfolio management services using both traditional and alternative investments. Our strategies include tactical asset allocation, risk-managed approaches, and access to exclusive private credit funds designed to meet specific client objectives while maintaining appropriate risk parameters.
Tax-Efficient Strategies
We develop customized tax-efficient strategies that integrate with overall financial plans. Our approach includes Roth conversion analysis, tax-loss harvesting, and coordination with CPAs to minimize lifetime tax liability while maximizing after-tax returns across different investment vehicles.
People
Keith Singer
President
JD and CFP with 25+ years in financial planning, former attorney specializing in estate law, author of 'The Life You Deserve,' and active JAFCO supporter. Combines legal and financial expertise to create tax-efficient retirement strategies.
Roy Rosner
Investment Advisor Representative
Former AT&T executive with engineering background, developed financial analysis software since 1983, and brings technical expertise to investment strategy development. Holds Series 65 license and focuses on retirement planning solutions.
Janyl Smith
Investment Advisor Representative
Attorney with LLM in Taxation, 12 years financial services experience, specializes in legacy planning and tax-efficient wealth transfer strategies. Former Morgan Stanley advisor with expertise in pre-retiree financial planning.
Michael Lavi
Chief Investment Officer
Former Oaktree Capital analyst with $2.5B portfolio management experience, brings institutional investment expertise to client strategies. Specializes in global equity research and risk management for diversified portfolios.
Veronica Gillotte
Investment Advisor Representative
25-year financial advisory veteran with family office experience, focuses on high-net-worth clients and women's financial empowerment. Provides comprehensive wealth management solutions including charitable trust strategies and legacy planning.
Questions
What retirement planning services do you offer?
We provide comprehensive retirement planning including income strategies, tax-efficient withdrawals, Social Security optimization, and legacy planning tailored to individual financial goals and risk tolerance.
Are you a fiduciary financial advisor?
Yes, as SEC-registered investment advisors, we operate under fiduciary standards, always acting in clients' best interests when providing investment advice and financial planning services.
How do you handle estate planning?
Our estate planning integrates legal expertise with financial strategy, coordinating wills, trusts, and tax minimization techniques while ensuring compliance with evolving regulations and client legacy goals.
What investment strategies do you use?
We employ diversified strategies including tactical asset allocation, risk-managed approaches, and access to alternative investments like private equity and credit funds tailored to individual objectives.
Do you work with out-of-state clients?
Yes, while we have Florida offices, we serve clients nationwide through virtual meetings and coordinate with local professionals for legal and tax matters in different jurisdictions.
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