Our Core Values

Integrity

“Integrity is doing the right thing, even when no one is watching.” –C.S. Lewis

At Synergy, we believe in doing the right thing. We believe that the strength of a person’s character is grounded in their integrity. Our firm strives to have advisors that not only have impeccable character, but are also are highly respected in their field. Integrity is essential in a trusting client/advisor relationship, and our goal is to earn our client's trust. We aspire for our clients to know we have their best interests at heart and that they come first.

Transparency

“Honesty and transparency make you vulnerable. Be honest and transparent anyway.” –Mother Teresa

Building a relationship based on trust begins with the promise of transparency. Our clients expect and we strive to provide complete honesty from our advisors. We provide our professional opinion on every financial strategy we create, and we disclose every fee and commission in our discussions. For each recommendation, we provide a thorough education on what it entails and why it is recommended as part of your wealth plan.

Caring

“Do nothing out of selfish ambition or conceit, but in humility consider others as more important than yourselves." – Philippians 2:3

We care sincerely for each and every client. You’ll find that not only are our advisors extremely knowledgeable in their field, but that their experience and kindness may make them exceptional wealth coaches. Our advisors entered this profession because they know that their counsel makes a real difference in the lives of their clients, and it’s not a role they take lightly.

Respect

“Respect for ourselves guides our morals; respect for others guides our manners.” –Laurence Sterne

We have the utmost respect for you, our client. We respect the time you take to meet with us to discuss your plans. We respect the impact of our recommendations on your family, your business, and your lifestyle. For that reason, we will always take the time to ensure that any question you have about your personalized wealth strategy, from tax implications to distribution, will be answered patiently and thoroughly.

Teamwork

“None of us is as smart as all of us.”  –Ken Blanchard

We believe in a team approach when it comes to serving our clients. Our advisors collaborate on every single case, with the goal that our clients receive innovative, intelligent and superbly-designed plans. The recommendations we deliver are crafted by multiple advisors, so our clients can benefit from professional experience. At Synergy, you can be rest assured that an entire team of professionals is a participant in the success of the financial future of our clients.

Professionalism

“I believe there is an obligation to strive for excellence in what one is asked to do. No pains are too great, no revisions too tedious no matter how small the result."  -Densey Clyne

We are a firm of true professionals. Each member of the team is committed to the firm's vision of providing unparalleled service, and we believe strongly that we have an obligation to preserve the assets of our clients and their families. We genuinely care for our clients, and with each phone call and office visit, they are reminded that we are truly dedicated to their success.