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                                                                                                                                                     SYNERGY |CONCIERGE
        WHY CLIENTS







        ENGAGE US                                                                                                                                          Network of Private Banking and Finance Organizations
                                                                                                                                                                 Multi-Family Office Financial Management


                                                                                                                                                                        Custom Investment Portfolios
                                                                                                                                                                            Tax and Estate Partners


        Synergy Financial Group was built for clients with unique expectations. People from elite professions, high
        income, and diverse net worth sources need advice that is tailored to them with the experience and network
        to back it up. Everything we do at Synergy is to serve those needs with understanding, communication, and
        proactive advice.



                1        No Allegiance But You                                                                                                            SYNERGY | SIX STEPS
                         While many financial advisors work for insurance companies or brokerage houses, our
                                     1
                         independent  status allows us to act with objectivity and independence.




               2         Elite Client Focus            TM
                         High Performance Professionals  are our singular focus. Our years-long work with
                         entrepreneurs, professional athletes, surgeons, and technology executives positions us to
                         understand their unique needs and opportunities.




               3         High Net Worth Strategies and Resources

                         Whether it is advanced tax strategies, private banking solutions, or legacy planning, we work
                         with you on strategies specifically designed for financially secure individuals and families.





               4         Selective Client List                                                                                                SYNERGY | FUNDAMENTALS
                         Because we know that every client we take on effects our ability to fulfill our promises to the
                         others, we are intentional about building a boutique client family of top performers who can
                         maximize the benefits of our advice.



               5         Independent Partner Selection                                                                                            We provide foundational financial planning services
                                                                                                                                                                           for client referrals.
                         Our clients have diverse needs and existing financial institution relationships. While other
                         advisors lock you into a single custodian or bank, we bring forward the resources of a family
                         office to find unique partnerships for each client.
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