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Why Synergy? |
 At Synergy Financial Management, we have had the privilege of working with individuals and families for over 12 years, often spanning several generations of a particular family. In that time, we have learned that our clients value and appreciate the combination of traits that distinguish our firm from others performing similar services.
Expertise: Every client benefits from the collective experience of our team members, totaling more than 25 years in the financial and investment planning industries. Our team-based approach provides our clients with access to the specialized expertise of each one of our professionals.
Independent Perspective: We pride ourselves on providing an objective point of view, without the distraction of conflicts of interest. Our goals and those of our clients are one and the same.
Depth: Before we invest any money for our clients, we determine their goals, tolerance for risk, and time horizon. We measure these factors against our extensive knowledge of investments. Only then do we consider asset allocation and diversification with the clients' best interests in mind.
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How can I trust your knowledge? |
Today's financial markets demonstrate the importance of having reliable evidence of your financial advisor's integrity, experience and commitment. Our background in business, real estate, accounting, financial analysis, tax and legal analysis and estate planning enable us to think critically about each client’s situation.
We are a team that includes designations and credentials from a variety of disciplines and believe this full-service, 360 degree approach to wealth management is what makes us different. Our team members continue to strive for designations that rigorously focus on investment and financial planning knowledge. Some of our designations include : Certified Commercial Investment Member (CCIM™), Chartered Financial Analyst (CFA), Certified Wealth Preservation Planner (CWPP®), Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®) and Masters of Financials Services (MSFS).
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Do you have a process? |
Synergy Financial Management utilizes stringent processes to evaluate, monitor and adjust our investment and financial planning strategies as needed. Synergy Financial Management's investment process helps our clients compare their current portfolio and investment management strategies with their goals and objectives to see if they are on target. From there, we help evaluate different portfolio management strategies and help to implement a strategy that gives our clients the best chance of meeting their goals. Our strategies can help clients with a variety of investment alternatives. Whether your goals are retirement income, saving for college, or managing the proceeds of an estate, we have the expertise and tools you need to reach your goals.
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