14021 Metropolis Avenue
firstname.lastname@example.org | (239) 210-9269 | Schedule Appointment
Since 2010, Bart Singleton has solidified his reputation as the trusted wealth advisor to medical professionals in all specialties. While he specializes in an array of financial services, from investment and student loan strategies to protection plans and more, he focuses his experience on giving doctors, dentists, and other medical professionals the financial guidance their busy lives deserve.
Bart works closely with each of his clients and counsels them on a 1-to-1 basis. Whether working locally with clients or from afar, he never lets distance interfere with the quality of his service. Bart specifically understands how the relentless careers of medical professionals demand comprehensive financial strategies, and he strives to ensure that the whole picture of their lives is secured. As a Retirement Income Certified Professional® (RICP® ), Bart enables his clients to focus on their career while he carefully helps to strengthen and protect their financial future.
Whether working with medical students, doctors, residents, fellows, attending physicians or dental professionals Bart empowers clients in all stages of life. Bart’s “secret lies within finding true financial balance.”
While he currently lives in Naples, Florida, Bart used to be a professional skier in Lake Tahoe, California. Outside of the office, he looks forward to hitting the slopes, playing a round of golf, and spending time with his wife and three kids.
~ Execution on all areas of retirement life. (i.e. social security, cash flow management, legacy & estate planning)
~ Comprehensive investment planning tailored for your specific needs and objectives
~ Ongoing mentoring and steps to achieve your hopes, dreams and goals
~ Systematic risk management rebalancing portfolio
~ Development of customized investment policy statements
~ Access to a world-class team of professional money managers
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