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.
3Q 2026 Recap & 4Q 2026 Outlook
October 2, 2026Key Updates on the Economy & Markets The third quarter combined solid economic and corporate fundamentals with renewed pressure from oil and interest rates. Oil traded back above $100 per barrel, inflation remained elevated, Treasury yields surged higher, and the Federal Reserve raised rates in September. The S&P 500 traded higher and set a new […]
Retired but Not Alone: How to Build Community and Purpose After Work
September 1, 2026Retirement is a significant life milestone that can bring a noticeable change to the pace and rhythm of daily life. If you spent years planning for retirement, you may have imagined finally having the freedom to slow down and enjoy life on your own terms. But what many people don’t realize is that this freedom […]
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
701 CUMBERLAND STREET
SUITE 207
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