
You're a Great Fit If...
You Want Confidence In your Financial Future
You’ve done well, but questions remain:
- Will I have enough to retire comfortably?
- Am I taking the right amount of risk?
- What's the best way to draw income in retirement?
- How do I protect my wealth and minimize taxes?
- Is my spouse financially secure if something happens to me?
- How can I ensure my wealth is passed efficiently to future generations?
- Do I have the right estate planning documents in place (wills, trusts, power of attorney)?
We help answer these questions and provide a roadmap to financial peace of mind.

You've Accumulated Investments and Want to Maximize Them
Your assets are spread across 401(k)s, 403(b)s, IRAs, taxable accounts, and possibly a pension. You want to ensure they're working together in the most efficient way, minimizing unnecessary taxes and maximizing long- term growth.
You’re in Your Late 40s to 60s and Thinking About Retirement
You’ve worked hard to build a successful career, and while you may not be retiring tomorrow, you want a clear plan to ensure financial security when the time comes. You’re looking for guidance on how to turn your savings into a reliable, tax-efficient income stream.
Our Clients Include
At Synergy Private Wealth, we specialize in guiding individuals and families through the complexities of financial planning, particularly as they approach retirement.
Medical Professionals
Engineers
Partners at Law Firms
Executives
Business Owners
Entrepreneurs
Consultants
Pre- Retirees
Professionals
...and More
If You Are Looking For:
Straightforward, Honest Advice
A Plan That Aligns with Your Goals
Collaborative Decision Making
An Experienced Financial Advocate
Ongoing Partnership with a Trusted Guide
Then We’ll Be a Great Fit.
✔ Households with annual incomes of $500,000+ AND/OR
✔ Diligent savers with investment assets of $2 million+
These financial thresholds allow us to apply our full expertise in tax-efficient investing, retirement income strategies, and multi-generational wealth planning.
