Business Owners and Their Families
What does a moment in your ideal future look like?
Perhaps it’s steering a thriving business into capable hands, creating meaningful wealth for your family, or supporting the team whose dedication shaped your enterprise. As an entrepreneur, your business is one of your greatest expressions — and your personal goals often hinge on its success.
At Synergy Private Wealth, we act as your financial Sherpa — helping to guide you through both business and personal complexities with a steady hand. We help you integrate your company’s future with your family’s vision, so that each decision strengthens both.
We focus on:
- Business succession & legacy planning
- Personal wealth integration
- Employee & executive benefits
- Risk management & protection strategies
- Tax-aware mitigation strategies
- Liquidity & exit planning
Professionals
Helping you balance ambition with your long-term financial security goals.
As a professional, you’ve invested years building your career, reputation, and expertise. But along with success often comes complexity — equity compensation, student loans, multiple income streams, or the need for a coordinated tax strategy.
At Synergy Private Wealth, we help you take control of your finances so you can focus on advancing your career and enjoying your life today. We align your short-term opportunities with long-term goals, helping to ensure you’re always prepared for what’s next.
We focus on:
- Equity compensation & stock option planning strategies
- Student loan & debt strategies
- Cash flow management & savings strategies
- Retirement & investment planning strategies
- Insurance & income protection strategies
- Tax-efficient wealth building strategies
Retirees
Helping you turn wealth planning into long-term financial clarity.
Retirement is not the end of the journey — it’s the beginning of a new one. The challenge is shifting from accumulation to distribution while protecting your lifestyle, health, and legacy.
At Synergy Private Wealth, we help guide you through retirement with clarity and confidence. Our multi-bucket approach to income planning ensures you know where each dollar will come from, while leaving room for growth, flexibility, and fun.
We focus on:
- Retirement income strategies (multi-bucket planning)
- Social Security & Medicare optimization strategies
- Required minimum distributions (RMDs) planning
- Investment risk alignment strategies
- Long-term care & health planning strategies
- Estate & charitable giving strategies
Families
Helping to build stability and create opportunities.
Every family has a story, and every financial decision is part of shaping that story. Whether you’re saving for a home, funding education, supporting aging parents, or preparing for life’s uncertainties, having a trusted guide can make all the difference.
At Synergy Private Wealth, we help families find balance — protecting today while planning for tomorrow. We work with you to clarify goals, organize priorities, and create strategies that align with your values.
We focus on:
- Education & college funding strategies
- Insurance & protection planning strategies
- Saving & investing strategies
- Caring for aging parents
- Estate planning coordination
- Multi-generational wealth strategies
The Synergy Difference
Across all stages of life and business, our mission is the same: to act as your guide. We aim to simplify complexity, help you see the big picture, and walk alongside you as you build the story you want to live.
Among Many Other Facets, Your Personalized Comprehensive Plan Includes the Following Strategies:
Cash Flow Analysis
Retirement Savings & Income Planning
Education Planning
Risk Management & Insurance Planning
Wealth Management
Tax & Estate Planning
We Also Provide Guidance in the Following Strategies:
Retirement Plan Design
Employee Benefits
Business Succession
Executive Compensation
Employee Education
Your financial future begins with a single step. Whether you’re building, transitioning, or enjoying the fruits of your work, we’re here to help guide the way.