Synergy FG
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Synergy Financial Group provides comprehensive financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, and small businesses. The firm manages client assets on a discretionary basis and may engage third‑party sub‑advisors to implement portions of client portfolios.
The firm’s investment process combines technical and fundamental analysis with model-based asset allocation and three core strategies (Income, Growth and Growth & Income) that are tailored to each client’s goals and risk tolerance. Portfolios may include derivatives, institutional‑grade real estate, private equity and other direct investments, ETFs and municipal bonds, and the firm may employ borrowing in separately managed accounts and recommend structured or private placement investments when suitable.
Compared with many peers, Synergy operates with a small advisory team overseeing a relatively large asset base and indicates its services are most appropriate for clients with significant investable assets. A principal of the firm is also a licensed insurance agent and the firm may recommend commissionable insurance products in addition to advisory services, a relationship that the brochure discloses as a potential conflict of interest.
Client services
Expertise
Occupation focus
Fee options
Financial planning fees generally range from $5,000 to $60,000, negotiable, prepaid; not to exceed $1,200 for fees 6 or more months in advance.
$0 - $2,500,000: 1.25% annually $2,500,001 - $10,000,000: 1.00% annually $10,000,001+: 0.75% annually
Commissions earned by the principal from insurance product sales; clients are under no obligation to purchase.
Account minimum: $50,000,000
Main office
See officeSan Ramon CA
Advisors at this office
1
Offices (3)
Most active in
California · North Carolina · Texas · Washington
Also doing business as
Synergy Fg · Synergy Financial Group, Ltd
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Stacey T
CFP®, ChFC®, Series 63, Series 66
Charlotte, NC
Synergy FG
Stacey Treanor is a CFP® and ChFC® with 18 years of experience in financial advising. She currently works at Synergy Financial Group and previously held roles at Ameriprise Financial Services and Baird. Synergy Financial Group provides financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs a combination of fundamental and technical analysis alongside proprietary asset-allocation models, offering portfolios that may include ETFs, mutual funds, derivatives, institutional real estate, private equity, and other illiquid investments.
Shannon I
Series 63, Series 66
Hooper, UT
Synergy FG
Shannon Irwin is a financial advisor with Synergy FG in Hooper, UT, holding Series 63 and Series 66 designations and 10 years of industry experience. Prior to joining Synergy FG in 2021, Irwin worked at Ameriprise Financial Services and Truist Investment Services. Outside of advisory work, Irwin serves in fiduciary roles such as trustee and personal representative. Synergy Financial Group provides comprehensive financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, and small businesses. The firm uses a model-based investment approach tailored to clients’ goals and risk tolerance, managing portfolios that may include a range of assets from derivatives to institutional real estate.
Palash I
CFP®, Series 63, Series 65
San Ramon, CA
Synergy FG
Palash Islam is a CFP®-certified financial advisor with 24 years of industry experience, currently practicing at Synergy Financial Group since 2020. Prior to that, he worked for 14 years at Kms Financial Services, Inc. In addition to his advisory role, he is involved in insurance sales, offering a range of insurance products as an agent and contractor. Synergy Financial Group provides comprehensive financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, and small businesses. The firm combines fundamental and technical analysis with proprietary asset-allocation models and employs a variety of investment strategies, including the use of ETFs, mutual funds, derivatives, institutional-grade real estate, and private equity.
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