Synergy Wealth Strategies is an independent, fee-based Registered Investment Advisor (RIA) firm dedicated to providing comprehensive financial planning and wealth management. The company operates under a fiduciary standard, meaning they are legally obligated to act in their clients' best interests. Their approach is collaborative, focusing on building long-term relationships to help clients navigate various life stages, from wealth accumulation to retirement and estate planning. Key services include investment management, retirement planning, insurance strategies, and tax planning.

Founded in

United States