Build wealth for life:
Your solutions-based approach to wealth and investment planning.
As a client of Synergy Capital Solutions, you have engaged the services of financial professionals who are legally and ethically bound to prioritize your best interests.
We seek to offer solutions that best support your financial well-being through financial solutions and investment strategies that align with your short and long-term goals and reflect your values. As fiduciaries, we place your interests first when making investment recommendations, and provide ongoing monitoring to help ensure that your financial plan remains aligned with your goals.
We believe in the value of holistic wealth management, and we will work collaboratively with you to deliver a plan to build, grow, enjoy, and then give your wealth.
Build.
In this stage, your time and energy are focused on building your career or business and balancing saving and investing with your lifestyle needs.
Cash flow management and budgeting
Student debt management
Portfolio diversification
College savings for children
Buying a home
Analyzing insurance needs
Grow.
You’re becoming more intentional about building your savings, expanding your investments, and optimizing your retirement planning. Your financial needs are becoming more complex. At the same time, you’re envisioning a future where you achieve a sense of financial freedom.
Executive compensation strategies
Cash flowing through the college years
Paying off a primary residence
Buying a vacation home
Portfolio expansion and diversification
Enjoy.
You’ve reached a phase in life where you’re spending time doing what you love in retirement or looking forward to leaving your business and beginning a new chapter in life.
Managing retirement plan assets
Tax planning
Business succession planning
Structuring and reviewing estate plans
Supporting charitable organizations and endowments
Give.
You’re in the prime years of your retirement but looking beyond yourself. You’re committed to ensuring your wealth leaves a lasting impact on your family and the causes you believe in.
Retirement income streams
Considering and planning how to downsize
Selecting a place to live
Analyzing healthcare needs
Establishing college savings for grandkids
Tax-efficient wealth transfer
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