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Your Money + Your Values = Prosperity YOUR Way

Our Vision

At Synergy Asset Strategies, Inc. (SASI), our goal is to become one of the most well regarded investment management firm in the Southeast by establishing values-based investing as the new standard of excellence in asset management. Striving to continuously improve our expertise and execution, we will make sound decisions based on the client’s ethics and needs, knowing they are our primary stakeholder; treat our employees as we wish to be treated; and give back to our community through volunteerism and monetary means which consistently increase as the firm grows.

Our Mission

At Synergy Asset Strategies, Inc. (SASI), our mission is to provide asset management to investors who desire to generate wealth while making a difference with their money. We collaborate to determine each client’s goals and values then apply that knowledge to an individualized investment strategy. Our experience allows us to apply disciplined research methods to find stocks that fit not only our strict fundamental and technical requirements, but also match the client’s unique personal criteria.


With over twenty years experience, our president Helen Rake strives to improve lives with her work in the investment industry. Learn more about how we can help you!


At SASI, we offer a wide array of integral financial strategies for improving your lifestyle and financial future.


Browse through our media library! Get access to advice, statistics, and other great resources for informed decision making!


Stay up to date on the best industry news and events! Our team is always ready for a new challenge and leading the rising tide!

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The interaction between two or more elements to produce a combined effect greater than the sum of their separate effects.

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Contact us today and find out more about working with a truly client oriented organization.

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