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About

Who We Serve

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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.


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Sound Like You?


See How We Help

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