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.
The firm provides investment advisory and financial planning services to individuals, high‑net‑worth clients, trusts, estates and business entities. As a solo adviser it manages approximately $12.5 million for nine clients and offers portfolio management, one‑time comprehensive financial planning, focused consulting, and the selection and oversight of third‑party managers and TAMP platforms. Investment advice is delivered through a financial‑planning–driven process that combines fundamental, technical, cyclical and economic analysis to build diversified portfolios organized by defined risk bands. The firm may implement portfolios directly or delegate discretionary management to TAMPs, conducts ongoing reviews, and allows clients to impose reasonable investment restrictions; financial planning engagements are, by default, complete upon delivery unless a different scope is agreed in writing. Distinctive features include the principal’s active affiliations with multiple insurance‑industry businesses — licensed retail insurance agencies, an annuity marketing/IMO‑FMO operation, and a tax‑consulting affiliate — and the potential to receive insurance commissions, overrides and marketing allowances in addition to asset‑based advisory fees. Those outside business activities and compensation arrangements are disclosed in the brochure and presented as potential conflicts of interest the firm says it addresses through fiduciary obligations and client disclosures; clients are not required to purchase services from affiliated entities.
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.
Name |
Location |
Years of experience |
|---|---|---|
Houston, TX
| 8
|
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