1. Who is Synergy? 2. What services do you provide? 3. Why Synergy? 4. What makes you different? 5. How does Synergy work with me? 6. How do we get started? How do we get started? 206-386-5455 701 5th Ave, Suite 3520 Seattle, WA 98104 Our approach to solving our clients’ problems draws from both traditional financial theory and behavioral theory, thereby, fostering better communication between our clients and us. Moreover, we believe that our integrated financial ecosystem, strategies and risk management processes should be closely aligned with our clients’ lifestyle goals and objectives, which improves upon traditional approaches to creating, preserving and distributing wealth and managing our clients’ behavioral biases. Contact Us Please complete the following form. Your information will remain private and will not be shared.   First Name*: Last Name*: Business: Phone*: Email*: *Required fields What are you interested in? (check all) Investment Management Comprehensive Financial Planning Business Valuation Business Consulting Business Brokerage (Buyer) Business Brokerage (Seller) Commercial Real Estate Other If Other, please specify: How did you learn about Synergy? Search Engine CFA CFP FPA NACVA Paladin WiserAdvisor Referral Other If Referral or Other, specify:   Please include any details:     How do you prefer to be contacted?* Email   Phone     About  |  Financial Management  |  Business Valuation + Consulting  |  Mergers + Acquisitions  |  Contact      Disclosure   © Synergetic Finance.   Website by UBG Digital Media.