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Who We Are

 

We provide the resources of a large corporation, but with the personal touch of a small boutique firm.

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What We Do

 

We’re more than just a financial service firm. We’re a firm that cares.

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How We Serve You

 

We empower you to take an active role in managing your finances.

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Empowering You

At Synergy Wealth Alliance, we are passionate about our industry and helping others. We firmly believe that as advisors, our role is not to simply serve clients, but to do so in a way that educates and empowers them to take an active role in managing their finances.

Our offices are located in Altamonte Springs, The Villages, Orange City  and Ocala. We welcome you to explore our site, which is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send us a note regarding any questions you may have. We'll get back to you quickly with a thoughtful answer.

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Helpful Content

Exploring Retirement Plans for Small Businesses

Exploring Retirement Plans for Small Businesses

Help small businesses make better retirement decisions for employees with this eye-catching and informative infographic.

Intellectual Property and Your Estate

Intellectual Property and Your Estate

Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.

Should I Buy or Lease an Auto?

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.