Singer Xenos Schechter Sosler Wealth Management Employee Directory

Financial ServicesFlorida, United States2-10 Employees

Singer Xenos Schechter Sosler Wealth Management is a financial services firm focused on wealth planning for high net worth individuals. The advisory team draws on decades of experience in financial planning and investment banking, complemented by expertise in bankruptcy, corporate, and estate tax planning, to offer an integrated suite of wealth-management services aligned with clients’ current and long-term goals. The firm emphasizes a highly personalized approach with a high staff-to-client ratio, serving women, entrepreneurs, international professionals, and Spanish-speaking clients from its Coral Gables, Florida base, and it has operated for more than 27 years.

Within the industry, the firm is positioned as an independent, fee-based wealth manager and is noted as one of the larger independent practices in Florida. It has earned national recognition, including a listing among Worth Magazine’s 100 most exclusive wealth advisors. In May 2019, the firm was acquired by Mariner Wealth Advisors, with Xenos joining the organization as part of that transaction.

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