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 annual financial overview meetings, asset monitoring, and insurance review
This option is great for the clients who aren’t ready to commit to the Synergy Six in Six™, but want to be part of our firm so they have access to a Certified Financial Planner™ when the time is right.
For ongoing client education, you’ll also receive our quarterly newsletter & Monthly Economic Commentary. Included in this option is access to our robust wealth management software.