We are a full service financial services firm, serving affluent individuals and families, retirees, and business owners. Financial planning doesn’t adequately describe what we do for our clients. Each client is given a detailed, written financial plan that outlines the steps we recommend they take to pursue their goals.
As our name suggests, Synergy is indeed built on synergy. Our team of advisors collaborates with your CPA, your attorney, and any other influential people involved in your finances to make sure that every possible opportunity and strategy is presented. This client engagement process typically takes two to three meetings after we have completed our initial interview, and is a critical part of providing a world- class client experience.