Business Owners

Strategic guidance for your financial life:
Wealth management solutions for business owners

As a founder or business owner, you’ve built a successful business, often putting your employees’ and customers’ needs ahead of your own, and your business and personal finances may be closely intertwined. We offer a suite of wealth advisory services designed to help safeguard your personal wealth while realizing the value of your business.

Synergy delivers business owner solutions that address the entire lifecycle of a business—from inception to exit. Whether you need help with succession and exit planning, mergers and acquisitions, or liquidity planning, we have a suite of solutions that can help.