A complete list of active advisors currently associated with Syntegra Private Wealth Group LLC

Warmer can help you find a great advisor at Syntegra Private Wealth Group LLC or one who fits your needs even better.

Syntegra Private Wealth Group provides discretionary portfolio management and financial planning to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, charitable organizations, and businesses, managing approximately $1.39 billion in discretionary assets for over 2,100 clients. The firm also recommends and monitors third‑party money managers, offers firm‑developed model portfolios, and provides financial planning as either an adjunct to portfolio management or as a standalone engagement. The firm ordinarily manages client accounts on a discretionary basis and tailors strategies to individual objectives and risk tolerance, using model portfolios and, where applicable, sub‑advisers. Its stated methods include modern portfolio theory alongside fundamental and technical analysis, and it may implement a range of instruments and strategies — from ETFs and mutual funds to options, interval funds, structured products, margin and ESG‑aware selections — based on client suitability. Noteworthy disclosures in the brochure include an affiliated tax and business services entity (Syntegra Tax & Business Services LLC) through which representatives offer tax planning and preparation, and the fact that some representatives are registered with Private Client Services and licensed for insurance sales, arrangements the firm identifies as creating potential conflicts of interest. The firm’s client and personnel figures imply a relatively high client‑per‑advisor workload, which may affect how services are delivered and overseen.

To learn more about the advisors currently working at Syntegra Private Wealth Group LLC, 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.