Asset Management
When it comes to your investments the philosophy of Synergy Asset Strategies, Inc. is that you should know what you own and why you own it.
Asset Protection
You’ve worked hard to accumulate your assets, build your wealth and pass it on to your heirs so protecting your hard earned money makes sense.
Values Based Planning
Nothing guarantees that you will meet all your goals, but we feel that our process gives you the best opportunity to lay out a sensible monetary strategy.
Other Services
We meet with you regularly keeping you motivated to reach your long term financial goals and making adjustments to your plan as your needs evolve.
24/7 Account Access
Through First Clearing, the Custodial firm we utilize, you will have 24 hour a day access to your accounts, stock research, and important account documents. You can login through this website at the “Client Access” tab on the home page or by clicking here.
