A complete list of active advisors currently associated with Synergist Wealth Advisors

Warmer can help you find a great advisor at Synergist Wealth Advisors or one who fits your needs even better.

Synergist Wealth Advisors serves a select group of high-net-worth individuals, families, trusts, estates, private foundations and business entities, and also accepts pension/profit-sharing plans and other institutional clients. It provides family wealth advisory services that combine wealth planning, portfolio management, manager selection and monitoring, and limited consulting on matters such as litigation and arbitration. The firm builds customized investment policy statements and implements both discretionary and non‑discretionary strategies using a mix of separate accounts, mutual funds, ETFs, and third‑party managers, with periodic monitoring and quarterly account reviews. Client education is part of its planning process, including instruction on portfolio construction and investment choices and occasional workshops or educational sessions. Notable distinctions include a focus on institutional and plan clients in addition to HNW families, the use of formal referral agreements for third‑party manager selection, and ancillary consulting work for legal and fiduciary clients (including engagements with large organizations). The brochure also discloses a prior consent order with a state regulator addressing disclosure of planning fees and related practices that was resolved without an admission of guilt.

To learn more about the advisors currently working at Synergist Wealth Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.