A FEE ONLY FIRM WITH A STRICT DEFINITION OF FIDUCIARY

Synergy WM is a fee-only registered investment advisory (RIA) firm committed to helping our clients improve their long-term financial success through efficient and academically based strategies. We take pride in our role as a true fiduciary, putting our clients' interests ahead of our own, and providing our clients unbiased advice, not a sales pitch.  We do this by using our unique investment selection process that is transparent, educational, and cost effective, all while minimizing conflicts of interest.

At Synergy WM, we are determined to help you understand how the financial industry works, how it affects your investments and financial goals, and why we feel it is critical that you understand your financial portfolio.  We encourage you to explore our site and learn more about the services we provide. We will be periodically updating the site with educational and research articles, so check back frequently.  Please feel free to contact us today to learn more about our unique process.  We look forward to hearing from you.

Founded with the goal of assisting our clients in every aspect of their financial lives, Synergy Wealth Management is more than an ordinary financial services firm.  We provide a very detailed analysis of your portfolio, thoroughly research the available options, and educate our clients on why we are making our recommendations.  We do this so that our clients have the utmost confidence in the financial advice we provide, and know that it is based in extensive research and tailored to their specific situation.

OUR COMMITMENT

While no one knows what tomorrow will bring, we are committed to using time tested principles and academic research to help you reach your goals.  Our investment philosophy serves as the basis for our recommendations, and believe that a client/advisor relationship should truly be a long-term partnership.