Check the background of this financial professional on FINRA's BrokerCheck.

For Individuals . . .

Our advisors utilize a comprehensive, in-depth financial planning approach to ensure that our client’s financial outlook is secure for themselves and their famililes. Some of the services we offer . . .
    Portfolio Management
    Retirement Planning
    Estate Planning
    Special Needs Planning
    Insurance Planning
    Lending Programs
For Businesses . . .

Our advisors understand the complexities of planning for businesses and their owners. 
It is quite difficult and often impractical to separate the entity from the family planning process. Our advisors have a great deal of experience working with business owners and are well equipped to analyze the financial picture as a whole. Some aspects that are considered . . .
    Cash Flow Management
    Retirement Plans 
    Liability Management
    Portfolio Management
    Succession Planning
    Health Insurance
    Employee Benefits
For Nonprofit . . .

Today’s political and economic climate presents many challenges for non-profit organizations.  Our advisors are keenly aware of these challenges and uniquely equipped 
to help guide organizations forward through these difficult times. Synergy Wealth Strategies provides a multi-faceted approach geared toward minimizing current expenses, optimizing employee retention, improving current cash flow, and working towards building a funding base for the future.  Some of the services we provide . . .
    Fiduciary Audits
    Endowment Management
    Planned Giving (creating and/or coordinating campaigns)
    Donor Education Seminars
    Cash Management
    Portfolio Management
    Employee Retirement Plans
    Health Insurance and Other Employee Benefits

Back to top

To learn more about the professional history of our financial advisor(s), please visit FINRA's BrokerCheck

Securities offered through American Portfolios Financial Services, Inc, Member FINRA / SIPC Investment advisory services offered through American Portfolios Advisors, Inc, an SEC Registered Investment Advisor.

Synergy Wealth Strategies is independent of APFS and APA


Check the background of this financial professional on FINRA's BrokerCheck.