Disclosure Information

Synergy Wealth Management LLC, also known as SynergyWM, LLC, is a Registered Investment Advisor located in Grand Rapids, Michigan. The information provided on this site is for educational purposes only, and should not be considered a solicitation for the purchase or sale of any security. Investing involves risk, including the risk of principal, and results are not guaranteed. Also, this information provided is not intended as tax or legal advice.

ANNUAL FORM ADV 2A BROCHURE

The ADV is an annual disclosure document that provides an investment advisor’s business practices, types of services offered, fee schedule, assets under management, disciplinary information, conflicts of interest, and the educational and business background of management and advisory personnel of the firm.

PRIVACY POLICY

Our Privacy Policy can be found by clicking the link above.

USING LINKS TO OUTSIDE SITES:

Links to external sites, such as web portals, etc., is provided as a courtesy. The links may not be affiliated with this site, and we make no representation as to the accuracy of the information provided at these websites. When you access one of the external websites, you are leaving our site and assume total responsibility and risk for the use of those websites.