Join Synergy

Who we are

Synergy is a solutions-based wealth management business serving affluent individuals, families and businesses across the United States.

We employ a collaborative approach to working with clients, leveraging the experience of our first generation of advisors, enriched by the energy of our next-gen financial professionals. We are affiliated with Hightower Advisors, a growth-focused wealth management firm with a sophisticated, multi-custodian platform that provides operational, business, technology, and human resource support. With Hightower as our partner, we are able to offer our clients high-touch, personalized wealth management services paired with sophisticated products and solutions.

As your potential partner, we understand that your business is built on long-standing client relationships, nurtured over time, so decisions regarding the future of your business are made with the well-being of your clients as the focal point.

Hightower’s dedicated transition team has spearheaded dozens of transactions over the years. Our team is composed of experienced industry professionals with focus areas from finance to operations to technology and marketing. We are knowledgeable in the areas necessary for your transition to be successful and take pride in our ability to minimize disruptions to your business throughout the merger. We are committed to ensuring that your clients and team experience the smoothest transition possible.