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Our Services

Comprehensive Planning. Thoughtful Advice. Coordinated Solutions.

At Synergy Private Wealth, we believe financial decisions are best made when every aspect of your financial life works together. Our role is to help simplify complexity, coordinate with your other trusted professionals, and provide personalized strategies designed around your goals, values, and vision for the future. Our current website emphasizes collaboration, comprehensive planning, and long-term relationships, and this services framework expands on those core principles.

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Fee-Based Financial Planning

Fee-Based Financial Planning

A personalized planning relationship designed to help bring clarity and direction to your financial life.

Every family's financial life is different. Whether you're building a foundation, approaching retirement, or navigating the complexities of significant wealth and business ownership, we meet you where you are—and grow with you.

Across every level, we help clients with:

  • Retirement planning
  • Cash flow and spending analysis
  • Social Security claiming strategies
  • Education planning
  • Risk management reviews
  • Estate planning coordination
  • Tax-aware planning opportunities
  • Charitable giving strategies
  • Coordination with your CPA and attorney

Most new clients begin with at least one year of financial planning. It's the best way for us to truly understand your goals, build a comprehensive plan around them, and start putting it to work together. Planning isn't a one-time event—it's an ongoing relationship that grows and adapts alongside your life.

Where you begin depends on your needs and the complexity of your situation. Here are the three levels of planning we offer:

Our Three Levels of Planning


Topics Typically Include

  • Goal identification and prioritization
  • Cash flow and spending analysis
  • Investment review
  • Retirement planning
  • Insurance review
  • Action-item recommendations
  • Financial organization

Ideal For

Individuals and families looking to create structure, organization, and financial clarity.


Includes Everything In Essential Planning Plus

  • Social Security analysis
  • Retirement income planning
  • Education planning
  • Tax-efficient withdrawal strategies
  • Estate planning coordination
  • Healthcare and Medicare considerations
  • Detailed implementation guidance

Ideal For

Pre-retirees and retirees seeking confidence as they transition into the next phase of life.




Includes Everything In Comprehensive Planning, Plus a dedicated focus on advanced tax, wealth transfer, and business and executive planning.


Advanced Tax & Wealth Transfer

  • Advanced tax planning coordination
  • Roth conversion planning opportunities
  • Multi-generational wealth planning
  • Trust and estate planning coordination
  • Charitable planning strategies
  • Family legacy discussions
  • Concentrated asset and stock option strategies

Business & Executive Planning

  • Executive and deferred compensation planning
  • Business exit, succession, and value acceleration planning
  • Sale-readiness strategies for business owners


Ideal For

High-net-worth families, business owners, executives, and individuals seeking sophisticated, coordinated wealth management.

           

A Note for Business Owners & Executives:

For many of our clients, their business or executive compensation is their most valuable—and most complex—asset. We bring specialized experience in helping owners and executives prepare for a future sale or transition, accelerate value, and coordinate their business and personal financial planning so that both work toward the same goals.

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Investment Management

Investment Management

Your investment strategy should support your life goals—not the other way around. Once we have built your financial plan, you have the option to have our team manage your investments on an ongoing basis, always coordinated with the rest of your financial picture.

Our investment management services include:

  • Goal-based portfolio design
  • Manager and security selection
  • Active and passive investment solutions
  • Tax-aware portfolio construction and tax-loss harvesting
  • Roth conversion strategies and implementation
  • Facilitation of Required Minimum Distributions and Qualified Charitable Contributions
  • Coordination with your CPA and estate planning attorney for careful tax and charitable planning
  • Risk management and ongoing portfolio monitoring
  • Rebalancing and maintenance
  • Behavioral coaching during periods of market volatility
We believe successful investing starts with a thoughtful financial plan and a disciplined process. Depending on the size and complexity of your portfolio, you can expect to meet with our team one to two times per year to review your investments.
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Insurance Services

Insurance Services

Insurance plays an important role in protecting your family, income, and legacy. 

Because we believe in building the plan first, insurance is something we address during the implementation phase—so any recommendation is grounded in a clear understanding of your needs, and you can make a well-informed, confident decision. After completing an insurance needs analysis, our team can offer tailored proposals that align with your overall goals and are always made with your best interest in mind.

We help clients evaluate and implement:

  • Life insurance strategies
  • Disability income protection
  • Long-term care planning
  • Asset protection considerations
  • Business insurance solutions
  • Existing policy reviews
  • Estate liquidity planning

Our Services Include

  • Policy reviews with a licensed insurance advisor
  • Tailored recommendations designed to match your financial planning and protection goals
  • Ongoing servicing support—including beneficiary updates, payment changes, and adjustments to existing coverage

Because insurance should support your overall financial plan, our recommendations are always viewed through a comprehensive planning lens. After year one, you can expect to review your coverage with our team periodically, with servicing support available whenever you need it.

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