How does the advisor help clients – Key Takeaways:
As a trusted financial advisor, SYNERGY WEALTH MANAGEMENT, LLC is committed to providing comprehensive financial planning and investment management services to individuals, families, and businesses. They strive to help clients achieve financial success and security by offering personalized solutions tailored to their unique financial goals and needs.
Facts and Insights
SYNERGY WEALTH MANAGEMENT, LLC has been in business for over 15 years, serving clients across the United States. They have over $500 million in assets under management and a team of experienced advisors who are dedicated to delivering exceptional service and advice to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 10+ | 15+ years |
Financial Services Offered
SYNERGY WEALTH MANAGEMENT, LLC offers a wide range of financial services to help clients achieve their financial goals. These services include investment management, retirement planning, tax planning, estate planning, and insurance solutions.
Client Types
SYNERGY WEALTH MANAGEMENT, LLC works with a diverse client base, including high-net-worth individuals, families, and businesses. They are dedicated to providing personalized solutions to each client, regardless of their financial situation or background.
Fees & Compensation
SYNERGY WEALTH MANAGEMENT, LLC operates on a fee-only structure, which means their compensation is based solely on the services they provide to their clients. They do not receive commissions or compensation from third parties, ensuring their advice is always unbiased and in the best interest of their clients.
Background
SYNERGY WEALTH MANAGEMENT, LLC was founded by a team of experienced financial advisors with a shared passion for helping clients achieve financial success and security. They have built a strong reputation for their expertise, integrity, and commitment to their clients’ financial well-being.
Financial Advisor Disclosures to Know
SYNERGY WEALTH MANAGEMENT, LLC is a registered investment advisor and is regulated by the Securities and Exchange Commission (SEC). As required by law, they have provided a Form ADV, which includes important disclosures, to all potential and current clients. This form outlines their services, fees, potential conflicts of interest, and other relevant information.