Advice tailored for your financial success:
Wealth management solutions for professionals

As a busy professional, your time is valuable, and limited. Travel, long work weeks and client demands all conspire to place demands on your attention. You need a trusted wealth advisor who can help maximize opportunities to help you build wealth as your career advances.

You may be a corporate executive whose compensation is tied up in company stock, interested in investment diversification, insurance planning and tax mitigation. Or an attorney or medical professional who recently exited graduate school focused on debt management, joining a practice, or opening your own.

The Synergy team will work with you to understand your lifestyle goals, risk tolerance, and long-term planning needs, and create a financial plan tailored to the complex financial challenges you face today and well into the future.

How we serve professionals:

  • Cash flow management

  • Debt management

  • Tax planning and retirement savings

  • Risk management and insurance planning

  • Diversifying assets

  • Portfolio management

  • Planning for life events

  • Estate and legacy planning