Financial Advisors
Boca Raton, FL
Singer Wealth is an independent financial advisory firm in Boca Raton specializing in retirement planning and comprehensive wealth management. Founded by Keith Singer, who hosts the "Prosper!" radio show on local stations, the firm helps clients design personalized financial strategies aligned with their life goals and dreams. They offer retirement readiness assessments, risk tolerance evaluations, investment management, and ongoing portfolio management to help clients transition confidently into their ideal retirement.
Ideal for: Pre-retirees and retirees in South Florida, individuals seeking personalized retirement planning, clients wanting ongoing investment management and portfolio guidance
Service area: Boca Raton and South Florida
Founder Keith Singer's Media Presence: Keith Singer hosts "Prosper!" radio show on WIOD (610 AM) and WJNO (1290 AM), providing financial education and building credibility as a trusted local financial voice.
Vision Quest Process: The firm uses a structured three-step approach (Dream, Strategize, Live) to understand clients' passions and life goals, then creates custom financial strategies tailored to those objectives rather than generic plans.
Retirement-Focused Expertise: Comprehensive retirement readiness assessment including 34-point checklist covering risk analysis, asset/liability evaluation, and gap identification specific to retirement needs.
Address: 1515 S Federal Hwy #302, Boca Raton, FL 33432
Phone: (561) 998-9985
Website: singerwealth.com
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