A complete list of active advisors currently associated with Synergy Wealth Management

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

Synergy Wealth Management is a small, independent registered investment adviser that provides discretionary portfolio management, comprehensive financial planning, and consulting to a limited number of clients, including high‑net‑worth individuals, trusts, estates, corporations, and business owners. The firm also assists clients with selection of third‑party managers and turnkey asset management platforms (TAMPs). The firm follows a financial‑planning‑driven investment process that combines fundamental, technical, cyclical, charting, and economic analysis to build diversified portfolios organized by defined risk bands, with ongoing reviews and discretionary trading authority to align portfolios with client objectives. Implementation is commonly done through TAMPs and supported by custodial relationships with firms such as Charles Schwab and Altruist, with advisory compensation charged on a percentage‑of‑AUM basis. A notable feature is the principal’s concurrent insurance distribution and annuity‑marketing businesses (an IMO/FMO) and an affiliated tax‑consulting business, which can result in insurance commissions, overrides, or other compensation and are disclosed as potential conflicts of interest. The firm’s small client base and roughly $11.5 million in assets under management indicate a focus on more specialized, higher‑net‑worth engagements rather than mass‑market retail relationships.

To learn more about the advisors currently working at Synergy Wealth Management, 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.