The Whole is Greater than the Sum of Its Parts
SynergyWM: A Fee-Only Investment Advisor with a Strict Definition of Fiduciary
SynergyWM is a fee-only registered investment advisory (RIA) firm providing investment management, financial planning, and wealth guidance.
OUR TEAM
We specialize in helping individuals and small companies manage their portfolio in a low cost, academically based manner. Our team focuses on helping clients monitor their financial health so appropriate decisions can be made.
Fred lives in Grand Rapids, MI with his wife Heidi, and their sons, Kellen and Beauden. When Fred is not working, he enjoys fishing, hockey, and most importantly, spending time with his family. Fred has also volunteered as a coach for the Grand Rapids Griffins Youth Foundation, a foundation to help underprivileged children learn how to play hockey. Please click below to learn more about Fred.
Fred Iacovoni
Founder and Managing Principal
Tyler is a Financial Advisor who has been at Synergy Wealth Management since 2013. Tyler along with his wife, Stacie, and daughter Ella, are residents of Hudsonville, Michigan and while not working, Tyler enjoys being outdoors, snowmobiling, boating, and spending time with family and friends. As a previous Division I hockey player at the University of Alabama-Huntsville, Tyler still enjoys playing hockey in various men's leagues around Grand Rapids.
Tyler Kotlarz
Advisor
Ryan lives in Rockford, MI with his wife, Nikki, and their son Trevor. He is a 1994 graduate of Western Michigan University with a major in Finance and a minor in Economics. Ryan's hobbies include mountain biking, hockey, and kayaking. He also volunteers his time as a committee member for the cash reserve fund of West Michigan Environmental Action Committee (WMEAC).
Ryan Huyser
Advisor
WHAT IS A FEE-ONLY ADVISOR?
A fee-only firm does not collect commissions, nor work as a broker in any instance.
Featured
A Deep Analysis of Your Financial Health
Like a doctor analyzing the results of an annual physical to make recommendations, we believe your financial health should be the basis of all financial and investment decisions. We have developed a proprietary program to give our clients a detailed analysis of their financial picture. Do you know what your financial health looks like?
Our Investment Philosophy, and how it applies to our Investment Strategy
Our investment philosophy has a foundation based in academic and statistical research. We believe this foundation provides you an opportunity for a superior investing outcome. Our investment strategy is simple; apply financial science to all aspects of your portfolio to make it as efficient as possible.
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