Page 9 - Synergy Brochure 2021

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SYNERGY | CONCIERGE

FOR CLIENTS WITH +$10M NET WORTH
We are structured to meet the needs of High Performance Professionals
TM
with a breadth of resources through our concierge service.

Multi-Family Office Financial Management
Network of Private Banking and Finance Organizations
Custom Investment Portfolios
Tax and Estate Partners

SYNERGY | SIX STEPS

FOR CLIENTS WITH $3M - $10M NET WORTH

For clients who do not meet our Concierge level, we offer access to the
Synergy Way through a focused six step engagement.
TM

CURRENT POSITION INVESTMENTS RETIREMENT RISK MANAGEMENT TAX STRATEGIES ESTATE PLANNING

SYNERGY | FUNDAMENTALS

FOR CLIENTS WITH $500K - $3M NET WORTH

We provide foundational financial planning services
for client referrals.