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SYNERGIST PRIVATE WEALTH LLC
Synergist Private Wealth LLC is a reputable financial advisory firm that provides clients with expert guidance to achieve their financial goals. Founded in 1998, the firm has been serving clients for over two decades, building a loyal client base through its personalized approach to financial planning and wealth management.
The team at Synergist Private Wealth LLC consists of highly experienced financial advisors who are dedicated to helping clients make sound financial decisions. With extensive knowledge and industry experience, the advisors at Synergist are well-equipped to assist clients in all aspects of their financial planning.
How does the advisor help clients – Key Takeaways:
- Provide personalized financial planning and investment management services
- Offer expert guidance and advice tailored to clients’ unique financial goals
- Create comprehensive financial plans to help clients achieve their long-term objectives
- Monitor and review clients’ portfolios regularly to ensure they are on track to meet their goals
- Continually educate clients on financial strategies and market trends
- Provide ongoing support and guidance throughout clients’ financial journey
Facts and Insights
Synergist Private Wealth LLC has over $1.5 billion in assets under management and is currently managing over 2,000 client accounts. The firm has a team of 10 advisors who all hold relevant industry certifications and have an average tenure of 15 years in the financial services industry. The table below highlights the assets under management, number of advisors, and time in business of Synergist Private Wealth LLC.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $1.5 billion |
|---|---|
| Number of Advisors | 10 |
| Time in Business | Over 22 years |
Financial Services Offered
- Retirement planning
- Investment management
- Estate planning and trust services
- Tax planning and preparation
- Insurance planning and risk management
- Education funding
- Corporate and executive services
- Social security and Medicare planning
- Charitable giving
Client Types
Synergist Private Wealth LLC caters to a diverse range of clients, including high-net-worth individuals, retirees, business owners, corporate executives, and young professionals. The firm believes in developing long-term relationships with clients and tailoring their services to fit each client’s unique needs and goals.
Fees & Compensation
Synergist Private Wealth LLC charges a fee based on a percentage of assets under management. This fee structure aligns the firm’s interests with those of its clients, as the firm earns more when client accounts perform well. The firm also may charge hourly or project-based fees for specialized services such as financial planning and tax preparation.
Background
Synergist Private Wealth LLC is a Registered Investment Advisor (RIA) and operates as a fiduciary, meaning the firm is legally obligated to act in the best interests of its clients. This fiduciary standard sets Synergist apart from many other financial advisors who may operate under a suitability standard that allows them to recommend investments that may not be in their clients’ best interests.
Financial Advisor Disclosures to Know
As a registered investment advisor, Synergist Private Wealth LLC has a fiduciary duty to disclose all conflicts of interest to its clients. Clients are encouraged to review the firm’s Form ADV, a document that provides essential information about the firm, including services offered, fee schedule, and conflicts of interest. The firm also stands by its Code of Ethics and requires all its advisors to adhere to the strictest ethical standards.
In conclusion, Synergist Private Wealth LLC is a reputable financial advisory firm with a track record of providing expert guidance