Singer Wealth Management

Keith Singer Provides Creative Solutions For Affluent Families

Keith Singer has spent his career making a difference in the lives of others – first as a lawyer and later as a certified financial planner. But his altruistic nature goes beyond business. This year will mark the sixth straight year that Singer Wealth Management has served as the presenting sponsor for JAFCO’s annual gala. The upcoming gala will occur on Dec. 14 at The Polo Club of Boca Raton. 

“JAFCO is extremely grateful to our generous sponsors, like Singer Wealth Management, that help us continue our mission of protecting and caring for abused, neglected and disabled children,” says Janet Epstein, JAFCO’s development officer.

For nearly a quarter of a century, he has also been helping clients grow, preserve and distribute their wealth. Unlike many other wealth management firms, his boutique firm offers clients the opportunity to put their money in outside-of-the-box, private investments that offer very attractive risk-adjusted expected returns. 

“Most investors have 100 percent of their money allocated to stocks and bonds,” says Singer. “We are able to get our affluent clients access to institutional investments like private equity, private debt, private real estate as well as several other tax-efficient, low-risk investment strategies.”

Although not as liquid as traditional investments, these opportunities come with less volatility and make sense for those who are long-term investors or perhaps even managing wealth for future generations, he says.

Singer remains an active member of The Florida Bar, overseeing estate planning for his clients. He also advises them on a variety of asset protection, income taxation and wealth transfer issues.

His team consists of two attorneys and two certified financial planners among six financial advisors, each of whom gets a great deal of personal satisfaction helping clients build their financial future as well as achieve peace of mind.

“We don’t work well with people who like to do everything themselves and aren’t open to new ideas. But, for those who want to focus on the areas of their lives which bring them the most fulfillment while delegating strategic planning to a team of experts, we can be a very valuable resource,” says Singer. 

Singer Wealth Management is located at 1515 Federal Highway, Ste. 211, Boca Raton. For more information, call 561-998-9985 or visit keithsinger.com.

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