Recent Posts by $ynergyedit0r

The Synergy Way

Our concierge model for a shared family office is called The Synergy Way™. These clients have a pay a flat fee for concierge service and access to our time, team and knowledge. We can tackle all the financial complexities in your life and help create a clear financial picture.  In technical terms, this is a...
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Synergy 6in6

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...
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Synergy Starter

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...
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