ELEVATOR PITCH
At Synergy Wealth Alliance, 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. We have always valued relationships over transactions. We provide relationship-based, comprehensive wealth management focused solely on clients’ needs and their best interests. Our founding advisors partnered to build a firm that reflected an unwavering commitment to their clients. They created a firm based on the core values of teamwork, integrity, transparency, and caring, and Synergy Wealth Alliance was born.
ABOUT
We believe in relationships.
At Synergy Wealth Alliance, we take the time to truly get to know our clients. For one thing, we genuinely enjoy connecting with them and their families, financial planning aside. It helps us understand the motivations behind their financial goals. Because we get to know them on a personal level, when the time comes to start discussing their finances, we’re able to offer a sophisticated, tailored financial strategy that best fits their needs.
We are holistic planners.
While others in the industry focus on just one aspect of your finances, we consider everything that will impact your financial future. Our goal is to maximize how your retirement planning, your income taxes, your insurance coverages, and your investments work together. As planners and wealth managers, we use a highly disciplined but very personalized approach that considers multiple factors. We are meticulous in our research, and we will take the time to clearly identify your needs and wants before offering you every possible solution and opportunity.
We educate and empower
We believe it is imperative you fully understand the financial plan that will serve you and your family. Our advisers will present to you the pros and cons of every recommended strategy so that you can make the most informed decisions about your financial future. We will always listen to your concerns and answer each question you may have. With every recommendation, you can expect complete transparency, including a disclosure of all fees and commissions. We will act as fiduciaries for you and work only for your best interest.
We live up to our name, Synergy
You will have more than one adviser at our firm because we believe in a team approach. Our clients benefit from the diverse experience, understanding, and education of a group of like-minded advisors who collaborate on every aspect of their investment strategy. If you are a Synergy client and your lead advisor is unavailable for any reason, your personal team will make sure you are still fully in control of your financial plan.
We believe that creating synergy among professionals outside our firm works to our clients’ benefit as well. Our advisers will be pleased to partner with other parties who work with your finances, including your attorney and your CPA. We collaborate with these professionals on our time and our cost because we believe our clients deserve nothing less than a world-class experience.
OUR STORY
Who We Are
We are a group of advisors who are passionate about our business and about helping others. We firmly believe that 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 typical clients are affluent individuals and families, retirees, and business owners. We believe strongly in holistic wealth management. Our advisors will give you the pros and cons of every recommended strategy so that you have the opportunity to make informed decisions about your financial future.
We take the time to listen to your concerns and answer any questions you may have. You can always expect complete transparency, including full disclosure of fees and compensation. We will act as fiduciaries for you and work only in your best interest.
What We Do
We take the time to truly get to know our clients. Not only do we genuinely enjoy spending time with them and their families, but it helps us understand the motivation behind their financial goals. This also helps us clearly define your needs and objectives.
Building a lasting relationship with you is paramount to our role as your advisor. Because we get to know you so well, we can make sure your customized wealth plan best fits your needs. This strong relationship, combined with extensive research, allows us to present you with a detailed, written plan that addresses all 13 wealth management issues.
Developing a meaningful, long-term relationship takes time and commitment. You can expect the client engagement process to take at least two to three meetings after we have completed our initial discovery interview. Our time together is an investment in you, and a critical part of providing a world-class experience.
How We Serve You
Synergy provides the professional knowledge and resources of a large corporation, but with the attention and personal touch of a boutique firm.
As our client, you benefit from the diverse experience of advisors who collaborate on every aspect of your financial strategy. If you become a client and your lead advisor is out of the office, our team will make sure you are still fully in control of your financial future and your needs are met promptly.
In addition, our team of advisors partners with your CPA, your attorney, and any other influential people involved in your finances to make sure that every possible opportunity and solution is explored.
Finally, we give you exclusive access to the Synergy Center. This powerful, interactive tool gives you a complete picture of their finances from a secure, encrypted, web-based portal. You’ll be able to view all your accounts in one place and track your progress against your personalized goals. Since periodic reviews are necessary, this is a valuable tool for you and your advisors.
Trusted Guardians
We believe strongly that we have an obligation to protect you and your family. As an independent firm, we answer only to you. Our advisors are not held to sales goals, and commissions and compensation are never placed above client concerns. You will receive objective recommendations from advisors who are under no pressure to present products or strategies that benefit anyone but you. You’ll realize soon after you meet us that we’re more than just a wealth management firm—we’re a firm that cares!
Life brings many blessings and many opportunities for growth. Through it all, you can rest assured that Synergy Wealth Alliance will be there to serve as trusted guardians of your financial future.
