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At Sutton Singer, we are more than an investment advisory.

We are a boutique firm dedicated to helping clients preserve, grow, and transfer wealth with clarity and confidence.
At Sutton Singer, we are more than an investment advisory. We are a boutique firm dedicated to helping clients preserve, grow, and transfer wealth with clarity and confidence. Our independence allows us to focus on what matters most: building strategies that reflect each client’s unique circumstances, values, and aspirations. With a global perspective and a deeply personal approach, we provide investment counsel that is both disciplined and human.

Client Experience

At Sutton Singer, we understand that beginning a relationship with a wealth management firm is an important step. Every client has unique goals, circumstances, and priorities, and our onboarding process is designed to be transparent, thorough, and straightforward. From your first inquiry to the implementation of your personalized investment strategy, here’s what you can expect as a new client.

Our Services

Investment Management

At Sutton Singer, investment management is more than the allocation of assets. It is the art and discipline of stewarding capital with clarity, patience, and foresight.

Financial Planning

Financial planning is the cornerstone of long-term wealth management. At Sutton Singer, we view it as a dynamic, collaborative process designed to give clarity, confidence, and direction to every stage of a client’s financial life.

Retirement Planning

Retirement is one of the most meaningful transitions in life. It marks the shift from years of building wealth to years of enjoying it, with the focus turning to security, fulfillment, and legacy.

Estate Planning

Estate planning is about more than distributing assets after death - it is about ensuring that your wealth reflects your values, protects your loved ones, and creates a legacy that endures.

Expatriate Services

Living and working abroad offers tremendous opportunities, but it also brings unique financial complexities.

Private Direct Investments

For investors seeking opportunities beyond traditional markets, private direct investments can provide unique avenues for growth, diversification, and wealth preservation.

About Us

At Sutton Singer, we are more than an investment advisory. We are a boutique firm dedicated to helping clients preserve, grow, and transfer wealth with clarity and confidence. Our independence allows us to focus on what matters most: building strategies that reflect each client’s unique circumstances, values, and aspirations. With a global perspective and a deeply personal approach, we provide investment counsel that is both disciplined and human.

Insights

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Careers

At Sutton Singer, we believe that excellence begins with people. Our team is built on integrity, collaboration, and a shared commitment to serving clients at the highest standard.