About Us

Perhaps the most important thing to know about Synergy Financial Group is that we are subject to fiduciary standard and privately owned. This allows us to focus on long-term objectives rather than short-term profits. We generate none of our own securities or insurance products, preferring to select investment opportunities on the basis of their ability to meet our clients’ needs.

We believe in the six areas of planning and whole heartedly focus on holistic planning for our clients. Our investment philosophy incorporates two key concepts: broad diversification as your hedge against an uncertain future, and adequate liquidity to deal with the unexpected. Of course, no investment offers absolute guarantees, but with the acceptance of investment risk comes the opportunity for greater income and capital growth.

Our Process:

Our process involves several steps to establish a fully shared understanding of your current financial situation as a foundation for longer term strategies tied to your goals and objectives.

Our first priority is a comprehensive assessment of your current financial position. We review available income and other resources, ongoing expenses, assets and liabilities. Our journey must start with a realistic view of where you stand today.

Next we want to understand your key goals, and objectives, and what might short circuit your ability to achieve them. At this stage we want to focus on risk management; what protections we might put in place to prepare for the possibility of premature death or disability.

Then we can turn to investment planning with a firm grip on current income and expenses and life-event risk factors. Our investment strategies place a premium on broad diversification, ongoing flexibility, and cost-effectiveness. Ours is not a “shoot-the-lights-out” strategy; rather we strive to build a portfolio with real potential for long-term growth while observing your realistic tolerance for periodic market volatility.

Tax planning and periodic changes in tax laws play a role in positioning your investments and, in some cases, how and when you elect to receive income. Flexibility and continuous review of tax implications is critical for those with wide variability in their income over time and/or unusually high earnings for a limited period of years.

Retirement planning is a special challenge for highly affluent households. At whatever point you step away from a demanding professional career, you’ll want to maintain the quality of life you’ve built and perhaps embark on new adventures with your leisure time. This requires the accumulation of a significant asset base and effective income generating strategies.

Legacy planning is a highly personalized, integrated process to define and structure the lasting impact that your financial success and stewardship might have on your heirs as well as charities that hold special meaning for you.

Client Services:

IT’S TIME FOR A DIFFERENT APPROACH.
The events of the past several years have caused many lasting changes. Among the most enduring—and ultimately most positive—may be a realization among many investors that their plans were not as well suited to them as they had believed. Unrealistic projections, failure to clearly define and quantify ultimate investment objectives, confusing communication (or no communication at all when times were toughest), and much more all led to unexpected results and sometimes significant financial losses. As a result, many are left justifiably questioning the financial system and its advisors.

Synergy Financial Group, LTD delivers world-class capabilities tailored to the clients we serve. We apply the best thinking of our organization to the specialized needs of each client. Recognized as innovative since our founding, our services are grounded in experience yet informed by deep insights and commitment to the needs and challenges of today’s client.

We tailor our services and integrate services such as Cash Flow Analysis, Risk Management, Investment Planning, Tax Planning, Retirement Management and Estate Planning. We also delve into Personal Trusts, Charitable planning, Planned Giving and Endowments and Foundations.

Our services are tailored to your investments, income and financial planning needs. Please contact us for details. In general, we operate as follows:

01
Private Client Services:
Investable portfolio’s between $500k and $1.5 million
02
Family Wealth Management
Investable portfolio’s between $1.5million and $10million
03
Shared Family Office
Investable portfolios with value in excess between $10 million to $25 million
04
Institutional Level services
$25,000,000 +