Vancouver, WA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Synergy Asset Management, LLC
Team
Firm-wide stats for Synergy Asset Management, LLC
About
Synergy Asset Management provides wealth management and financial planning to a broad client base that includes individual and high-net-worth investors, business owners, trusts, retirement plans, and other financial advisors. Services include discretionary and non‑discretionary portfolio management, comprehensive financial planning, family office services, retirement plan advisory, and sub‑advisory or signal‑provider/TAMP arrangements for third‑party advisers.
The firm’s investment process combines tactical asset allocation mathematics with bottom‑up fundamental analysis and technical tools across a range of proprietary “Focused” strategies (e.g., bond, blend, dividend, ETF, tactical equity, value) and its Sailboat tactical models, managing portfolios from a total‑return perspective with periodic rebalancing. SAM manages both separately managed accounts and pooled vehicles, may recommend third‑party managers or its own funds/DSTs, and delivers model portfolios and trading signals to other platforms.
Notable distinctions include an operationally integrated affiliated private fund manager (Rowan Street Advisors/Rowan Street Capital) and the firm’s role as manager or sponsor of pooled investment vehicles, which involves performance‑based compensation for qualified investors and specific valuation and liquidity considerations. The brochure also discloses affiliations with a real estate brokerage and an insurance agency and describes the firm’s practice of providing services to other investment advisers and TAMPs—relationships the firm notes can create conflicts of interest and are addressed in its disclosures.
Based on Synergy Asset Management, LLC
Expertise
Based on Synergy Asset Management, LLC
Occupation focus
Based on Synergy Asset Management, LLC
Location
13215 SE Mill Plain Blvd, Suite C8 321
Vancouver WA 98684
Advisors at this office
3
Advisors at this office
Kevin W
Series 63, Series 65, Series 66
Vancouver, WA
Synergy Asset Management, LLC
Kevin Williams is a financial advisor with Synergy Asset Management, LLC, holding Series 63, 65, and 66 licenses and 19 years of industry experience. His prior roles include positions at Lifetime Financial Inc, Gennaker Capital LLC, and Goldbloom Wealth Management. He is also a licensed real estate broker with Synergy Mergers & Acquisitions, where he engages in commissions-based transactions. Synergy Asset Management, LLC provides personalized wealth management and financial planning services to individuals, business owners, trusts, and retirement plans. The firm manages over $1 billion in assets and employs a combination of fundamental, technical, and quantitative strategies across various asset classes through custom managed accounts and model portfolios.
Francis R
Series 65
Vancouver, WA
Synergy Asset Management, LLC
Francis Roman is a financial advisor at Synergy Asset Management, LLC with nine years of industry experience. He holds a Series 65 designation and previously worked at Boeing Commercial Airplanes from 2015 to 2019 before joining Synergy Financial Services in 2019. Synergy Asset Management provides personalized wealth management and financial planning to a diverse client base, including individuals, business owners, trusts, and retirement plans. The firm employs a combination of fundamental, technical, and quantitative analysis across various active and tactical strategies, managing approximately $1.05 billion in regulatory assets.
Mary R
Series 65
Vancouver, WA
Synergy Asset Management, LLC
Mary Robertson is a financial advisor with Synergy Asset Management, LLC in Vancouver, WA. She holds a Series 65 designation and has three years of industry experience. Prior to joining Synergy Asset Management in 2019, she worked at O'Connor Photography from 2017 to 2019. Synergy Asset Management provides personalized wealth management and financial planning services to a diverse client base, including individuals, business owners, trusts, and retirement plans. The firm employs a combination of fundamental, technical, and quantitative analysis across various active and tactical investment strategies.
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