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GUIDING ENTREPRENEURS ON THE PATH TOWARD BUSINESS SUCCESS AND BUILDING WEALTH

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What is Singleton Wealth?

Singleton Wealth is a full-service Financial Services Firm and Academy serving entrepreneurs by providing accounting, business consulting, financial planning, wealth management, and tax services, in addition to training via an educational program.

Every post, article, resource, podcast episode, course, and customized financial plan is focused on educating and empowering entrepreneurs as they pave their path toward financial freedom.

What's a CPA
Click on the circle to listen to Sylvia discuss the difference between a CPA and others, such as Enrolled Agents or Registered Tax Preparers, who claim they are financial experts.

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Have You asked any of these questions?
We can help

Building wealth

How do I start building wealth?

 

Do I need a large sum of money to start investing?

Is investing the only way to build wealth?

Are there any advantages to owning a business versus working as an employee when it comes to building wealth?

Is it too early or too late to start investing for my retirement?

 

I want to save to buy a home, or to get married, or to send a child to college, what should I do?

How much money do I need to have when I retire?

How can I minimize my tax liability?

 

How can I preserve my wealth?

How should I leave a legacy for my heirs?

 

When should I start taking distributions from my retirement accounts and in what order?

 

How can I protect my assets?

Business operations

 

Is starting a business a good idea?

How do I start a business?

What type of business should I start?

How much money do I need to start a business?

What are the benefits and disadvantages of the different types of business classifications?

What are the tax implications of owning a business?

How will I grow my business?

 

Can I secure financing?

 

How can my personal credit score impact my business?

How will I measure the success of my business?

 

Are there any special rules that apply to online versus physical location businesses?

 

What are the rules for businesses operating in multiple states?

How can I protect my business?

to learn more about wealth building, business & Taxes

The Latest Podcasts

Listen

Learning how to start on a path towards building generational wealth by starting a business, implementing strategic business growth plans, maximizing available capital with targeted tax avoidance measures, and by adhering to time-tested personal financial planning strategies. 

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The Bottom to Wealth
Podcast

Subscribe to our podcast via:
Apple, Tunein, Google, Spotify

WHAT PEOPLE ARE SAYING

Timothy J.

IT Consultant

I went to Sylvia really just looking for bookkeeping and tax services for my business. However, she has been instrumental in helping me take control of my personal finances so I can secure my financial future.

WHEN YOU ARE READY TO TAKE THE NEXT STEP

Consult

Get on the Path to Financial Security by Scheduling a Free Consultation with a Financial Advisor on the Calendar Below

Strategy

Your Advisor Will Develop a Financial Success Plan Catered to Your Personal Goals

Execute

Your Personalized Plan is Put Into Action, Monitored, and Managed

Success

Achieve Your Financial Goals By Adhering to Your Financial Success Strategy

 

 

Meet with a Financial Advisor

 

Use the calendar to schedule a virtual consultation with an Advisor on a day and time that is convenient for you.

 

 

 

Give us a call to schedule an in-person consultation, or you can use this link to schedule: ​

Call Us 617-390-2077
Our Commitment to given back

At Singleton Wealth we are committed to doing all we can to improve the lives of children and adolescents living in underprivileged communities.  We honor this committed by offering a free of charge Financial Literacy Program to public school systems serving these communities.  We hope to empower these adolescents to get on a path towards financial security and freedom.  We are offer courses that are tech-skills based for high school students who are looking for a different option to college.

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5230 Washington Street

Suite 201

West Roxbury, MA 02132

617-390-2077

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