Lifelong guidance starts here.
At Synergy Capital Solutions, we aim to reduce the noise around your financial life so you can concentrate on your own financial health, your loved ones, and work that is meaningful to you. With a spectrum of wealth solutions that address opportunities and challenges at every stage of your life, we can create a financial plan that serves as a roadmap. Our portfolio management strategies are designed with your present lifestyle in focus, while helping you advance toward your future goals.
Our advisory relationships begin with collaboration. We uncover a clear view of your financial picture and delve into a thorough discussion of your goals, priorities, and values, to create a financial plan aligned with your life. As your life evolves and your needs become more complex, we offer you increasingly sophisticated solutions to help you manage your wealth.
We walk alongside you and provide guidance to help you:
Build
Build
Your time and energy are focused on building your career or business and balancing savings and investing with your lifestyle needs.
Grow
Grow
As your financial needs are becoming more complex, you’re more intentional about your retirement planning.
Enjoy
Enjoy
You’re spending time doing what you love but looking forward to retiring or leaving your business and beginning a new chapter.
Give
Give
In the prime years of your retirement, you have time to consider how to leave a lasting impact on your family, community or the causes you believe in.
Engage with us.
A successful advisor-client relationship is an ongoing conversation. Whether you are a member of a multigenerational family, a business owner, or a respected professional, our solutions can be tailored to fit your specific requirements and circumstances. We appreciate your time and willingness to invest in a relationship with Synergy, allowing our team to stay attuned to your life as it changes and provide personalized solutions to fit your objectives.
Wherever you are, we can collaborate.
The Synergy team works with clients from Maine to California, and everywhere in between. Our robust technology and virtual meeting capabilities allow us the flexibility to work with clients in any location, and still provide a high-touch client experience. If the occasion arises, we can offer a traditional meeting experience at one of our offices around the country. No matter where you are living, or how you prefer to communicate, we have a solution for you.
Bloomfield Hills (Headquarters)
41000 Woodward Avenue
Suite 350 EAST
Bloomfield Hills, MI 48304
(888) 363-4546
Naples Office
999 Vanderbilt Beach Road
Suite 200
Naples, FL 34108
(888) 363-4546
Lebanon Office
718 Poplar Street
Suite H
Lebanon, PA 17042
(888) 363-4546
Chicago Office
200 W Madison Street
Suite 2500
Chicago, IL 60606
(888) 363-4546
New York Office
300 MADISON AVENUE
29TH FLOOR
NEW YORK, NY 10017
(888) 363-4546
LEGAL & PRIVACY | WEB ACCESSIBILITY POLICY
Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary