Our concierge model for a shared family office is called The Synergy Way™. These clients receive concierge service and access to our time, team and knowledge. We tackle all the financial complexities in your life and help create a clear financial picture. In technical terms, this is a family office where we integrate with you...Read more
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Our Family Wealth Management services is where we spend time coordinating with The Synergy Six in Six™ for clients with a Net Worth between $1.5 million and $10 Million, which may include assets from real estate, business assets and traditional stock assets. This is for all our clients who understand the importance of receiving unbiased and...Read more
Our Private Client Services are for clients with a Net Worth between $500k- $1.5 Million where you’ll receive our thought leadership to create an investment strategy based this on your risk tolerance, time horizon and objectives. We create a customized portfolio comprised of ETFs, individual stocks, and other suitable investments. We will also engage for...Read more
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