Singer Xenos provides its clients much more than investment planning. Our services include tax planning, estate planning, college funding, asset protection planning, IRA rollover distribution, and much more.

Our unique “partnership” approach to wealth management sets us apart in the industry. We take the time to clearly understand our clients' unique financial positions, needs, and goals, whether they are single mothers, international businesspeople, or successful entrepreneurs.  Through our partnership approach, we not only lay out a plan for our client’s finances, we also help individuals clearly understand their finances as well. By paying attention to each person’s complete financial landscape, we are able to develop tailored financial plans for the effective preservation, growth and management of wealth.