Private Individuals

At Singer Xenos Schechter Sosler, we understand that some wealth is earned through years of hard work and some wealth is passed down through generations. Our clients represent a broad spectrum of individuals who all have the same goal: Manage, preserve and grow.

Our advisors work one-on-one with clients to ensure their confidence and trust in our highly-personalized financial planning, portfolio management and financial counseling services. From tax and retirement planning to charitable foundations, our planning can provide substantial tax benefits and help ensure that wealth is well-managed for generations.

At the same time, our advisors regularly evaluate investment strategies and active asset allocation to capture investment trends and manage risk.