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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.