Our Approach

Singer Xenos Schechter Sosler doesn’t just offer sound financial decision-making. We have a deep commitment to the careful management of wealth on behalf of our clients. This consistent, long-term discipline drives the way we think, the way we advise, the way we invest and the way we preserve, protect and grow financial assets. Our success is based on several core concepts.

Unbiased Advice – At Singer Xenos, we practice an open-architecture philosophy, which allows us to provide the most valuable solutions and investment strategies to serve our clients’ diverse needs. Because we are structured as a fee-only, SEC-registered investment advisor, our clients know there are no hidden costs, in-house products or commission incentives influencing our recommendations.

Unified View – Wealth management is so much more than just investment and retirement planning. At Singer Xenos, all of our advisors are Certified Financial Planners, CFP, which means their counsel extends into other critical business disciplines, including tax planning, estate planning, business succession, charitable giving and more.

Long-range Planning – Growing wealth takes time. Preserving it takes experience. While markets may change, we believe the right way to invest remains constant. At Singer Xenos, we understand that creating value takes patience and time, which is why our strategy is consistently guided by a focus on the long term and portfolio diversity, coupled with a deep understanding of risk dynamics.

Today’s world is an exciting and unpredictable place, and in a period of constant change, our firm’s security, stability and qualifications set us apart.

Tenured South Florida History – Our deep roots and longstanding relationships in South Florida are an asset to clients looking to gain a strategic foothold in this market.

Peer Recognition and Global Reputation – Singer Xenos has consistently been ranked among the top Wealth Management firms in the U.S. by publications such as Worth, Barron’s, Financial Times and Investment News, to name a few. Our firm’s executive leadership and financial advisors are frequently asked to participate in leadership forums, conferences and events alongside the industry’s top experts.